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Overview

A segment defines a group of companies using shared criteria, such as size, location, industry, or CRM attributes. Use segments to define territories or market groups once, then apply those definitions wherever you filter companies. A company belongs to every segment whose criteria it matches. Your workspace can have up to 10 segments.

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Create a segment

Administrators manage segments in Settings → Company segments.
1

Name the segment

Click Create segment, or New segment if your workspace already has segments. Give it a name that describes the market or territory.
2

Define the companies

Use the filter builder to combine company attributes and supported CRM attributes. You can use Salesforce account and user attributes, or HubSpot company and owner attributes.
3

Save the segment

Click Create segment.
You can also ask chat to create or update a segment. Describe the company criteria and the name you want to use.

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Use a segment

Choose Segment in a company filter, then select the segments to include or exclude. Selecting several segments matches companies in any of them. Combine that condition with other filters to narrow the results further. Use a segment in an audience to combine a market definition with changing signals, such as recent website activity. Use it in an engagement policy to define which companies a team can work. To collect the current matches, use the filters to create a list.

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Update a shared definition

Changes apply wherever the segment is used, including engagement policies that control access to accounts. Review those uses, then open the segment in settings, change its criteria, and click Save segment. To retire a segment, replace its use in saved filters before deleting it from settings.