How-to guides

Saved views (segments)

Turn any filter combo into a live, reusable list.

A segment is a saved filter — a live list that always reflects current data. “Hot Dallas targets” isn't a snapshot; accounts flow in and out as their scores and fields change.

  1. 1Filter the Accounts screenApply any combination: priority, status, journey stage, engagement, metro, state, company size, funding, ICP fit, tag, search.
  2. 2Save the viewAccountsSave view (in the segment pill row) — name it, save.
  3. 3Use it everywhereOne click on the pill applies it. Segments also scope Enrichment Grid runs and batch outreach — so “run this question for Hot Dallas targets” is two clicks.
  • The count on each pill is live, and a segment's filters are always described in plain words (“Priority: Call now”, “11–50 employees”) — in its tooltip and in the preview when you save it.
  • Delete a segment with the × on its pill — accounts are never affected.
  • Manually changing filters exits segment mode (you're then looking at a custom view you can save as a new segment).