Filtrar y guardar segmentos de oportunidades

What you'll achieve

Filter your opportunities by several criteria and save that combination as a segment to reopen it with one click.

Before you start

• Segments are private: each person only sees their own.
• Results are recalculated every time you open a segment, based on your permissions.
• Saving a segment doesn't subscribe contacts or send campaigns.

Steps

1. Open Sales CRM > Pipelines (o All leads) and choose the pipeline.
2. Click Filters. A panel opens with these fields: search by title (Search by lead title), Stage, Source (exact text), Currency, Owner, Expected close from, Expected close to, Minimum value y Maximum value.
3. Fill in the ones you need. To filter by value, first select the currency (COP or USD) and type the numbers with a decimal point, no thousands separators.
4. Click Search. The panel closes and the view shows only the leads that match the filters.
5. Open Sales CRM > Segments.
6. In Segment name type a clear name (for example “Proposals over 5 million”).
7. Click Save segment. The pipeline and the filters you have entered at that moment are saved.
8. To use it later, click View leads on the segment card: it takes you to All leads with the filters applied.
9. To change it, click Edit on the card. It opens Filters with the saved values; adjust them, change the name if you like and click Update segment. To leave without saving, click Cancel.

Screenshot: Filters panel with all the fields and the Search button

Screenshot: Segments view with the Segment name field, the Save segment button and cards with View leads and Edit

Expected result

The segment appears as a card in the view Segments. Every time you click View leads you see the updated list.

Common issues

When to contact support

Write to us with your company name, your user, the segment name, the filters you used and the error message with a screenshot.