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How to create a segment

1

Go to the Accounts page and click Create New Segment

You’ll see the segment builder open with your available filters.
2

Name your segment

Give it a clear name that describes what the accounts have in common — for example, Mid-Market Targets, Enterprise Hunting, or Closed Lost Q1.
3

Select your signals

Choose which signals you want accounts in this segment to have. You don’t need to select any — leaving signals blank includes accounts regardless of signal activity. But adding signals narrows the segment to accounts that match those specific triggers.
4

Set your filters

Apply any combination of the remaining filters:
  • Tags — filter to specific account tags if you’ve labeled your list
  • Account status — active only, suggested only, or both
  • Owner — one rep or all reps
  • Employee count — set a range that fits your target company size
  • Location — specific states, countries, or all
  • Industry — one or more industries, or all
5

Click Save as Segment

Your segment is saved and appears in the segment list. Click it any time to reload those filters and see the current matching accounts.
Think about what makes your best accounts similar — not just in firmographics, but in what they’re doing right now. The most useful segments combine company size with 2–3 specific signals that indicate buying intent, not just fit.

How Segments Work

Understand what segments are and when to use them.

Editing Segments

Update a segment’s filters after it’s been saved.

Deleting Segments

Remove a segment you no longer need.

Signal Library

Find the right signals to build into your segments.