Create and manage segments

Segments are defined by a set of conditions based on your criteria. You can export your segments for use in follow-up sales campaigns.

Segments are static and do not update with new leads after creation. However, Ideal Customer Profile lists are dynamic and will refresh every hour.

ON THIS PAGE

• Create a new [empty] segment
• Add multiple leads to a segment
• Add or remove individual leads from segments
• Delete a segment

Create a new [empty] segment

• Click on the “Create Segment” button.  
• Enter a name and description, then click Create.

Add multiple leads to a segment

• Go to the “Leads” section
  
• Click All Filters, and select your criteria from multiple options. Then click Apply.

• Tick all leads next to the Name column 
• Click “Add to Segments”.

• Choose an existing segment, or create a new one.

Add or remove individual leads from segments

You'll find options to add or remove a lead within their profile page.

See the segments your lead is part of, and remove them if required.

Delete a segment

• Go to the "Segments" section.
• Select the checkbox next to the segment you want to delete, then confirm your intention.
  
• Please note that you can only delete one segment at a time.