Shared Segments

Understanding Shared Segments

Shared Segments provides a list of segments that other team members have shared with you.

This feature helps you stay informed about which accounts your colleagues are working on. Additionally, it allows you to share segments with your team, particularly when assigning accounts based on territory.

Sharing a Segment

To share the segment with other team members, click on burger menu under Actions corresponding to a Segment and then click Share Segment.

Next, Select the team members that are added to Reo.Dev to share the segment with.

You can click on the 'Share with Team' option to share the segment with all your team members/ users added to Reo.Dev.

Furthermore, users with 'Admin' Role on Reo.Dev can set default segments for other users. This means - if users land on Accounts, Developers, or Buyers dashboard, users will instantly see the accounts/developers/buyers from the default segment.