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Segments are reusable filter definitions that group accounts by specific criteria. Use them to focus on high-value accounts, at-risk customers, accounts without recent meetings, or any other combination of conditions.

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Building a segment

Click the Segment button on the Accounts page to open the segment builder. Each segment needs a name (unique per organization), an optional description, and at least one condition.

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Condition fields

Account properties:
FieldType
MRRNumber
Health ScoreNumber
CSM Pulse ScoreNumber
Active / Churned / OnboardingBoolean
Created Date / Updated DateDate
Activity aggregates:
FieldType
Last Meeting / Last EmailDate
Open Requests, Meeting Count, Contact Count, Email Thread Count, Note CountNumber
Traits — All your custom traits, platform traits (from Vitally), and smart traits are available as condition fields, with operators matching their data type.

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Operators

Field typeOperators
Numberequals, not equals, greater than, less than, between, is set, is not set
Textequals, contains, starts with, ends with, is set, is not set
Booleanis true, is false, is set, is not set
Selectequals, not equals, is set, is not set
Datein the past, in the future, within last X days, more than X days ago, before, after, between, is set, is not set

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AND / OR logic

Toggle between Match ALL (AND) and Match ANY (OR) at the top of the condition list. You can also nest one level of sub-groups with their own AND/OR operator — for example, “Match ALL of: MRR > 5000, Match ANY of: churned = true, health score < 40.”

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Color

Pick a color swatch for the segment (10 presets). The color appears as a dot next to the segment name in the dropdown.

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Preview

Before saving, click Preview to see how many accounts match and a sample list with names, MRR, and health scores.

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Applying a segment

Select a saved segment from the dropdown on the Accounts page. The table filters server-side to show only matching accounts. The active segment persists across sessions. Click the X button to clear the segment and return to the full account list.

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Editing and deleting

Each segment in the dropdown has inline edit and delete buttons. Deleting an active segment automatically clears the filter.