Segments and target account lists

Group accounts by theme, partner, or priority — and track coverage as a target list

Segments are named groupings of accounts for your book of business — expansion targets, strategic accounts, at-risk lists, or a partner's joint focus accounts. An account can belong to many segments.

The segments list

Open Segments in the sidebar (subheading: "Group accounts by theme, partner, or priority for your book of business"). Columns are Segment (with optional type and "Target list" badges), Partner, Description, Accounts (count), Created, and Actions. The list view has a second tab, Intersection, for overlap analysis.

Create or edit a segment

Click Add segment (/segments/new). Fields:

• Name (required), e.g. "Q1 expansion targets"
• Partner (optional)
• Segment type (optional) — free text like Strategic, Target, At Risk, Expansion
• Use as Target Account List — a checkbox that marks the segment as a TAL
• Description (optional)

Adding accounts to a segment

Open a segment to manage its accounts. The right sidebar has two tools: Import list (bulk-add accounts from CSV) and a single-account add form. Each account row shows "Also in" badges for the other segments it belongs to, and a remove button that unlinks the account from this segment only — it doesn't delete the account.

Target account lists and coverage

When you check Use as Target Account List, the segment feeds the Partner Scorecard's account-coverage dimension and appears in the partner page's Target accounts rail with a coverage bar ("N of M engaged in last 90 days"). Use this to mark the accounts you want a partner's joint motion focused on, then track whether they're actually being touched.

The intersection view

The Intersection tab lets you select two or more segments and see which accounts appear in multiple — for example, accounts that are both "Strategic" and in a partner's target list. A partner filter narrows results, and Export downloads the intersection as a CSV.

Common gotchas

Marking a segment as a Target Account List is what powers the coverage rail and scorecard dimension. Simply linking a segment to a partner without checking that box won't surface coverage tracking.

Removing an account from a segment only unlinks it; the account and its data remain. Deleting the segment itself is admin-only.

FAQ

What makes a segment a "target list"?

The Use as Target Account List checkbox. Once checked, the segment's accounts become the coverage denominator for that partner — Triad tracks how many have been engaged recently.

Can one account be in several segments?

Yes. Accounts are many-to-many with segments, and the "Also in" badges show you the overlap at a glance.

How do I find accounts two lists have in common?

Use the Intersection tab, select the segments, and read the overlap. Export it to CSV if you need it outside Triad.