How to Create, Edit, or Update a Lead Segment

Lead 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 Lead Segment

1. Open Settings Pipeline & Segments

2. Click on the ‘+ Add New Segment’ button below your current Lead Segments

   

3. Type in the name of your new Segment and click on the ‘Create Lead Segment’ button to save it

   

How to Edit a Lead Segment

1. Open Settings Pipeline & Segments

2. Find the Lead Segment you want to edit and click on the pencil icon to the right.

   

3. Type in the name of your updated Segment and click on the ‘Save & Update’ button to save it

   

How to Update a Deal’s Lead Segment

1. Open a Deal

2. Scroll down to Lead Info and click on Lead Segment

   

3. Select the Lead Segment you want & click "Save"