Filter and save segments

Purpose

Filter your company list and save it as a segment so you can return to the same filtered list later. Start with a personal view, then see how an owner creates a shared view for the team.

Filter the company list

Open Companies and select All companies. Choose Tier, then select Platinum. The list shows matching companies. To add another rule, open Advanced filters, add a condition and apply it.

Filters decide which companies appear. When company details change, a company can enter or leave the results.

Choose columns and sort

Open Columns to choose the information you need and arrange its order. Select a sortable column heading to change the order of the results. Saving a segment keeps its filters, selected columns and sort order together.

Save a personal segment

1. Choose Save segment. The dialog is titled Save as new segment.
2. Enter Platinum companies as the name. Personal is selected under Visibility by default.
3. Leave Personal selected and choose Create segment.

The new tab appears above the list. A personal segment is visible to its creator. Open the tab later to restore the saved view. If it is not visible, open More above the list.

Update a saved segment

Open your personal segment, change its filters or list layout, then choose Save segment. To keep the original and create another view, open the menu beside Save segment and choose Save as new segment.

Built-in views cannot be overwritten. Saving changes to a built-in view creates your own copy.

Share a segment with your organisation

An owner or admin can create a shared segment. Start from All companies, apply the filters and choose Save segment. Enter Team platinum companies, select Shared under Visibility, then choose Create segment.

Other members can open the shared tab. Members who cannot edit a shared segment can change the view and choose Save as to create a personal copy. Owners and admins can save changes to a shared segment. Sharing a segment does not make it everyone's default.

Email a saved segment

Open the saved segment's tab menu and choose Email subscription. Choose On a schedule to receive regular results, or A record enters or leaves to track changes. Set the delivery details, then choose Save subscription. The email is sent to you. Other members can create their own subscriptions to a shared segment.

Reuse filters and segments

The same filter and save pattern works on Contacts, Actions and Opportunities. Company segments also work with Meeting Planner, Whitespace, Portfolio Health, Profitability and Sales. Each screen keeps its own settings. Learn it once and use it across BeeCastle.