How to Create, Edit, or Update a Lead Segment

Segments are used to segment and organize different leads. Sometimes you'll want to update it after speaking with a lead - here's how.

How to Create a New Segment

1. Navigate to Settings > Pipeline & Segments

2. Click ‘+ Add New Segment’ at the bottom to add a new Segment.

How to Edit a Segment

1. Navigate to Settings > Pipeline & Segments

2. Click the edit icon (Pen Icon) next to the Segment you wish to edit.

How to Update a Segment

1. Open a Lead

2. Scroll down to Lead Info fields and click the Segment field

   

3. Click "Save" to save the changes