Portfolios split your customer base into groups, for example by partner, region or risk level. Use them to allocate customers to team members, limit what each user can see, and run workflows for specific groups of customers.
Create a portfolio
Go to Settings → Users & Permissions → Portfolios.
Click Create Portfolio and give it a clear name, for example "At risk" or a team member's name.
Open Customers and add the customers that belong to it, as many or as few as you like.
Open Users and select the team members who should work on these customers.
Click Save.
Only Admins can create portfolios. Members can add customers to portfolios if an Admin gives them permission. See Who Can Change Portfolio Assignments.
Add customers in bulk
Go to the Customers page and tick the customers you want.
Click Bulk action and choose Assign to portfolio.
Select the portfolio and confirm.
See Bulk assign/unassign customers from a Portfolio. You can also import assignments by CSV: see CSV import - Assign customer to Portfolio.
Use portfolios in workflows
Portfolios let you treat groups of customers differently, for example contacting 50 at-risk customers with different wording or more often.
Target a portfolio: in the workflow's trigger node, add a Customer Portfolio condition. Use is one of to include portfolios or isn't one of to exclude them.
Assign customers to a portfolio automatically with a workflow step.
Remove customers from a portfolio with the Remove from portfolio step. See Remove Customers from Portfolios in a Workflow.
When a workflow assigns customers to a portfolio, exclude that portfolio in the trigger node. When it removes customers, include it. This stops customers re-entering the workflow. See Correct assign/remove from Portfolios in Workflows.
Restrict users to their portfolios
Switch on Restrict users to only see the portfolios they are a part of in Users & Permissions. Members and Viewers then only see the customers in their own portfolios. Admins always see all customers. See How to restrict users to only see customers in their portfolio.
Things to note
A portfolio that is used in a workflow can't be deleted. Remove it from those workflows first.
For a full overview, see Customer Portfolio Overview.