Creating segments
Group companies by rules that update automatically.
Segments are groups of companies that match conditions you set, such as "MRR greater than 1,000". Membership updates as company data changes.
- Open Segments.
- Select Add Segment.
- Enter a name and description.
- Add the conditions a company must meet.
- Save the segment.
The Segments list shows each segment's member count and status. Select the member count to see the companies.
Where segments are used
- As a playbook trigger, when a company enters a segment. See Creating a playbook
- To recommend onboarding templates. See Onboarding project templates
- In the Client Segments list on each company's details panel
Was this article helpful?