Where can I see the segmentation history of a record?
Once you create a segmentation, a section called Segmentation will be added to the record detail page. Here, you can view the complete details of the customer's purchase such as their previous score, the monetary value, when they purchased, number of purchases, and the amount they spent.
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Related Articles
Segmentation
Customer segmentation is the process of categorizing customers based on common characteristics such as their region, industry, product preference, or revenue generated. It is a powerful technique that helps companies better address their customers' ...View Approval History
Approval History gives you a list of records that were submitted for approval. To view the Approval History In your Zoho CRM account, click the My Jobs tab. Click the Approval Process tab. In the Awaiting your Approval page, click Approval History. ...The purchase details are displayed but the segmentation label is not updated?
The purchase date, count, and amount of a record will be updated once a purchase is made or values are entered into the respective fields manually or through automation. However, the RFM scoring and label will be updated every 24 hours from the time ...Tracking History of Picklist Values
In every business it is very important to keep track of the updates so that you don't miss out any vital information. Say for example, in sales it's crucial to track the "deal stage" or "lead status" to get an idea of the entire progress or traversal ...If I make changes to the scoring scale, will this affect my existing record segmentation labels and scores?
Yes, if the scoring scale is changed, the evaluation will be reset and the existing scores will be recalculated based on the new scales. The new labels will be generated for the records. Read more about adjusting the percentile bar and score range.