Segments are an easy way to search, sort, group and analyze Leads, Persons and Companies in GoCRM. You can use Basic Filters such as field values (eg. view all contacts with no inbound phone calls for a certain amount of time), and set up custom filters based on specific sets of criteria.

Segment Types

Filtered Segments

A filtered segment is a list automatically generated based on a set of filters. For example, if you create a filtered segments of all contacts with contact status customer, as you add new contacts that meet that criteria the list will update on it's own. By default, all segments are filtered.

→ Filtered Segments 

Static Segments

A static segment is a list generated manually by a user. For example if you have a list of hot leads, you can manually select them and add them to a list or remove them from a list. 

 →  Static Segments

Segment Options

When selecting an individual segment you will see an options menu next to the segment title.

Clone 

Cloning a segment will allow you to duplicate the set of filters into a new segment. 

Rename 

Rename will allow you to change the segments name.

Share with Team

Share with team, will allow you to share your segment will all users, in the system. Certain permissions may be required.

Convert to Static

Converting a segment to static, will turn your filtered segment it into a set list. The list will no longer update automatically. 

You will have to add or delete any future contacts into the static segment.

Remove from Favorites

Removing from favorite will remove your segment from your sidebar. 

Make Default

When making a segment default, it will be your primary contact list view any time you load the page.

Delete

This will permanently remove the segment. 

Managing Segments

Based on the list your viewing you will only see your Favorite segments on the sidebar. In order to get a full view of all your segments available across list, select the filter icon.

Private

Private segments are all the segments, created by you

Shared

Shared segments are lists shared throughout your team.

Favorites

Favorite segments will show up on your sidebar by default, in order to create a favorite segment, simply select the Segment Options and select Add to Favorite.