# Take action on customer segments

After identifying opportunities in the segmentation view, use these actions to follow up with customers and explore your data further.

## Open a customer scorecard

If your administrator linked the database to a customer scorecard dashboard during [setup](/insights/manage-customer-segmentation.md#data), you can click a customer in the segmentation summary table to open that scorecard. This helps you view detailed information for that customer, explore related insights, and drill down deeper into the data.

<figure><img src="/files/6gMDtcg01GDnRAxOx9Jj" alt=""><figcaption></figcaption></figure>

## Open a customer segment in Flex Modes

From the customer segmentation grid, open a customer segment in [Flex Modes](/analytics/flex-modes/take-a-tour-of-flex-modes.md). This passes the customers in the selected segment to Flex Modes as a filter, so you can analyze their transactions, products, and trends in more detail.

1. In the customer segmentation chart, identify the segment you want to analyze.
2. Click **Open in Flex Modes** at the bottom of the customer segmentation grid.

Flex Modes opens with the selected customers applied as a filter. You can then explore their data in more detail using the analytics grid.

<figure><img src="/files/LVpCyxUW6BRyKi1Yr8Yg" alt=""><figcaption></figcaption></figure>

## Create CRM tasks

{% hint style="info" %}
You need a CRM license to use this functionality. See [Licenses](/basics/getting-started/user-permissions-and-licenses.md) and [CRM](https://docs.phocassoftware.com/crm/).
{% endhint %}

When using the customer segmentation grid, create CRM tasks for customers that require follow-up without leaving Insights.<br>

1. Go to your customer segmentation char&#x74;**.**
2. Select one or more customers in the grid.
3. Use the **bulk actions bar** to select **Create task/tasks**.
4. Enter the task details and confirm. A task is created in CRM for each selected customer. To see the tasks in CRM, click **View tasks** in the confirmation message that appears at the top of your screen, or navigate to CRM using the Phocas sidebar menu.

{% embed url="<https://phocassoftware.wistia.com/medias/yg4filzvfw>" %}
Create CRM tasks from customer segments
{% endembed %}

## Export data

Export your customer segmentation data when you want to use it in another system or for further analysis. Download the data as a CSV file, which you can open in spreadsheet tools such as Excel.

Click the **Export** button in the configuration bar, next to the filter button, then download and open the file.

<figure><img src="/files/OJgDyD9zHm98jJ9zAJPB" alt=""><figcaption><p>Exporting customer segmentation data as a CSV file</p></figcaption></figure>


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