Segmenting Your Contact List

Your contact list is made up of many different groups, each contact has a different relationship with you, and each group is always changing. Keeping up with those changes can feel like a full time job. So how do you segment your contact list in order to 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:

Creating Contact Segments

There are an infinite number of ways to segment your contacts. The following example demonstrates how you could target people who you haven't been in contact with.

  1. Open Daylite and click the Add Filter icon. Add Filter

When you click on the Add Filter Icon, you will see the Filter popover. Each row can be configured to filter by a different field.

  • A. What do you want to filter?
  • B. How do you want to filter the search?
  • C. You can add additional sub-filters.
Filter Breakdown

To Filter contacts without recent activity, update the Filter:

  1. Set your Filter to Match All.
  2. Filter for Categories that are Leads..
  3. Click ... to add a sub-filter.
  4. Set the sub-filter to Do not match all.
  5. Click the first pop-up button and select Activity.
  6. Choose in last and type 90 days.

Your Filter should look like this:

No Recent Activity Segment

Saving Contact Segments

  1. Click Save As Smart List. Leads Going Cold Smart List
  2. Name the Smart List Leads Going Cold. Leads Going Cold Smart List

Every Filter you create and save as a Smart List is automatically placed in the Daylite sidebar.

Wrap up

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 out how you can stay top of mind with reminders to follow ups.