Articles on: CRM

How to change a lead's Segment?

Lead segment are a useful tool for organizing leads. You can view different Segments at any time by applying the Segment filter. There are multiple way to apply segments and we'll be covering them in this article.

When saving leads through the Investor Database or LinkedIn Prospector, those leads will already have a segment attached, but imported and manually-created leads may not. This guide will show you where to find and how to update, a lead's segment in the LeadLoft dashboard.

If you haven't created any lead segments created yet, you can do so at the top of the CRM & Lead Search section of LeadLoft's Settings before proceeding

Open up the lead you want to update.

Locate the "Segments" field within Lead info, you may need to scroll down.

Click on the Segment field and select the Segment you want associated with your lead.

Make sure to save your changes.

Updated on: 24/07/2023

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