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Static Segment
Oriol Zertuche avatar
Written by Oriol Zertuche
Updated over a week ago

A static segment is a list generated manually by a user. For example, if you have a list of hot leads, you can manually select them and add them to a list or remove them from a list.

Creating a Static Segment

To create a static segment, visit a list view, whether lead, people, or companies. Select a few contacts you'd like to add to your static segment, then in the bulk options menu select Add to Segment.


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You will then be prompted to select an existing Static Segment or create a new one. Select create new. You will then be prompted to enter a name, and it will now be an option you can select.

Converting a Segment

If you do not want to add contacts one by one, you can also take a filtered segment and convert it into a static segment. Simply click on Convert to Static on the segment Options menu.


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Removing Contacts

To remove contacts from a static segment, go to the segment list view, then select the contacts you'd like to remove, and using the bulk options menu click on Remove from Segment.


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