Segments

Segments are groups of contacts or records filtered by specific criteria. The marketing department uses segments to market toward targeted contacts. 

What you’ll use it for:

• Organizing contacts by role, status, or activity

• Targeting specific groups for outreach or reporting

• Supporting marketing, sales, and operational workflows

• Keeping data organized and easy to analyze

Why it matters:
Segments allow us to work smarter by grouping the right people together, saving time and improving accuracy in communication and reporting.