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Overview

In this section, you will find information about the process to mass update the customer segmentation (Account Type, GBU Customer Classification) from the Corporate Group page. Only your GBU data steward has the right to take these actions, and only for the accounts flagged for his GBU (flagged for his GBU means having a GBU Customer Segmentation record for this GBU). 

Concerned profiles:

 Data steward only

Table of content

 

Step By Step

 

Assign segmentation to Accounts

From the Corporate Group page, a GBU Data Steward can mass update the segmentation (Key Account, Critical Account) of all the accounts related to the Corporate Group, but only the ones flagged for his GBU (flagged for his GBU means having a GBU Customer Segmentation record for this GBU
John (David’s GBU Data Steward) opens the Corporate Group for which he wants to start the update and scrolls down to the related list GBU Customer Segmentation. Then he clicks on New GBU Customer Segmentation

John must then first select the GBU. He also can use the BU field below to only update the accounts for this BU.

 

With the "Account Information" section, users are able to detail more Client Information relevant for the GBU/BU => NEW in Winter 17' Release

John defines then the GBU Customer Classification and the GBU Account Type and clicks on Save.
Once it’s done, the record at Corporate Group level indicates the changes performed…
… While at account level, the change has been performed. 

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