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Where do I Select the Market Segment when Creating a Booking?
Where do I Select the Market Segment when Creating a Booking?
Updated over 3 months ago

Related Questions:

  • Can I Report on the Market Segment?
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Procedure:

The Market Segment is a specific field in the Account section in Event Temple. In order to select one, it must be done from within the relevant Account.

  1. Select the Accounts tab from the left-hand sidebar

  2. Select the Account you wish to add the Market Segment to

  3. Fill out the Market Segment field.

Additional Information:

Depending on your situation, the Booking Type field may be more suitable for your needs.

The Market Segment is an Account-specific Field. If you want to fill in the Market Segment in a Booking you will need to Create a Booking Custom Field. Please note that only the Market Segment on an Account can be Reported on.

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