How to Segment Your Contact List
Your contact list is made of many different groups, each with a different relationship with you and is always changing. So, how do you segment your contact list that can keep up with you?
In Daylite, you can segment your contact list with filters. Save these filters, and they will automatically update whenever a contact changes.
What you'll learn:
- How to create a segment of contacts
- How to save your contact segment
- Create contact segments
There are an infinite number of ways to segment your contacts. To show you show you how to segment your contact list, let's take a a common and straightforward one that will help your target people who you haven't been in contact with.
When you click on the Add Filter Icon, you will see the Filter window:
To Filter contacts without recent activity, update the Filter:
- Set your Filter to Match all
- Filter for Categories that are Leads.
- Click ... to add a subfilter
- Set the subfilter to Do not match all
- Select the Filter Pop-up menu and Filter for Activity
- Choose in last and type 90 days
Your Filter should look like this:
Since you'll want to check this list from time to time, click Save As Smart List. Go ahead and name the Smart List Leads Going Cold.
When you segment your contact list, you stay more organized and gain new insights about the people and businesses in you contact list. Want to see how you can take the Smart List you made further? Find otu how you can stay top of mind with reminders to follow ups.