{"id":799,"date":"2026-10-24T11:52:44","date_gmt":"2026-10-24T16:52:44","guid":{"rendered":"https:\/\/archietechnology.com\/ayuda\/guia\/filtrar-y-guardar-segmentos-de-oportunidades\/"},"modified":"2026-10-24T11:52:44","modified_gmt":"2026-10-24T16:52:44","slug":"filtrar-y-guardar-segmentos-de-oportunidades","status":"publish","type":"ayuda","link":"https:\/\/archietechnology.com\/en\/ayuda\/guia\/filtrar-y-guardar-segmentos-de-oportunidades\/","title":{"rendered":"Filter and save opportunity segments"},"content":{"rendered":"<p><!-- Archie Talk \u00b7 Embudos y seguimiento \u00b7 Estado: borrador (pasos sin verificar en pantalla) --><\/p>\n<h2>What you'll achieve<\/h2>\n<p>Filter your opportunities by several criteria and save that combination as a segment to reopen it with one click.<\/p>\n<h2>Before you start<\/h2>\n<ul>\n<li>Segments are private: each person only sees their own.<\/li>\n<li>Results are recalculated every time you open a segment, based on your permissions.<\/li>\n<li>Saving a segment doesn't subscribe contacts or send campaigns.<\/li>\n<\/ul>\n<h2>Steps<\/h2>\n<ol>\n<li>Open <strong>Sales CRM &gt; Pipelines<\/strong>\u00a0(o <strong>All leads<\/strong>) and choose the pipeline.<\/li>\n<li>Click <strong>Filters<\/strong>. A panel opens with these fields: search by title (<strong>Search by lead title<\/strong>), <strong>Stage<\/strong>, <strong>Source<\/strong>\u00a0(exact text), <strong>Currency<\/strong>, <strong>Owner<\/strong>, <strong>Expected close from<\/strong>, <strong>Expected close to<\/strong>, <strong>Minimum value<\/strong>\u00a0y <strong>Maximum value<\/strong>.<\/li>\n<li>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.<\/li>\n<li>Click <strong>Search<\/strong>. The panel closes and the view shows only the leads that match the filters.<\/li>\n<li>Open <strong>Sales CRM &gt; Segments<\/strong>.<\/li>\n<li>In <strong>Segment name<\/strong>\u00a0type a clear name (for example &#8220;Proposals over 5 million&#8221;).<\/li>\n<li>Click <strong>Save segment<\/strong>. The pipeline and the filters you have entered at that moment are saved.<\/li>\n<li>To use it later, click <strong>View leads<\/strong>\u00a0on the segment card: it takes you to <strong>All leads<\/strong>\u00a0with the filters applied.<\/li>\n<li>To change it, click <strong>Edit<\/strong>\u00a0on the card. It opens <strong>Filters<\/strong>\u00a0with the saved values; adjust them, change the name if you like and click <strong>Update segment<\/strong>. To leave without saving, click <strong>Cancel<\/strong>.<\/li>\n<\/ol>\n<p><span class=\"ay-captura\">Screenshot: Filters panel with all the fields and the Search button<\/span><\/p>\n<p><span class=\"ay-captura\">Screenshot: Segments view with the Segment name field, the Save segment button and cards with View leads and Edit<\/span><\/p>\n<h2>Expected result<\/h2>\n<p>The segment appears as a card in the view <strong>Segments<\/strong>. Every time you click <strong>View leads<\/strong>\u00a0you see the updated list.<\/p>\n<h2>Common issues<\/h2>\n<details>\n<summary>The value filter doesn't work.<\/summary>\n<p>You must choose a currency. Use a decimal point and no thousands separators.<\/p>\n<\/details>\n<details>\n<summary>I can't find results by source.<\/summary>\n<p>The source is matched against the exact text; check capitals, accents and spaces.<\/p>\n<\/details>\n<details>\n<summary>The segment doesn't show the same as yesterday.<\/summary>\n<p>That's expected: it's recalculated with the current leads.<\/p>\n<\/details>\n<details>\n<summary>A coworker can't see my segment.<\/summary>\n<p>They're private per user.<\/p>\n<\/details>\n<details>\n<summary>I want to delete a segment.<\/summary>\n<p>For now the screen lets you create and edit them, not delete them.<\/p>\n<\/details>\n<details>\n<summary>Error message when saving.<\/summary>\n<p>Check that the name isn't empty and the filters are valid.<\/p>\n<\/details>\n<h2>When to contact support<\/h2>\n<p>Write to us with your company name, your user, the segment name, the filters you used and the error message with a screenshot.<\/p>","protected":false},"excerpt":{"rendered":"<p>Filter your opportunities by several criteria and save that combination as a segment to reopen it with one click.<\/p>","protected":false},"featured_media":0,"menu_order":17,"template":"","meta":{"ay_popular":0,"footnotes":""},"ayuda_seccion":[28,39],"class_list":["post-799","ayuda","type-ayuda","status-publish","hentry","ayuda_seccion-archie-talk","ayuda_seccion-talk-embudos"],"_links":{"self":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/799","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":0,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/799\/revisions"}],"wp:attachment":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/media?parent=799"}],"wp:term":[{"taxonomy":"ayuda_seccion","embeddable":true,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda_seccion?post=799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}