A Segment is a saved set of filters that always shows the leads that match it right now. As leads change, for example when someone becomes a buyer or saves a property, they move in and out of your segments automatically.
Why it matters: Build a list once, such as "4-star buyers in Aurora looking under $600K", and it stays up to date forever. One click on Lead Summary takes you back to exactly the right group of leads for a call session, a listing alert or an email.
Segments and Work Lists
On , the panel on the left has two tabs:
- Work Lists are ready-made lists built into Buying Buddy, such as Hot Leads, Gone Quiet and Closing This Month. See Lead Summary and Work Lists.
- My Segments are the lists you create yourself. Click a segment to show its leads, then use the filters, sorting and bulk actions as usual.
Check the Work Lists first. If one already does what you need, there is no need to build a segment.
Create a Segment
- On Lead Summary, open the My Segments tab and click New Segment (or Create a Segment if you don't have any yet). You can also go to and click New Segment.
- Give the segment a Segment Name and, optionally, a Segment Description.
- Choose the filters that define it. You can combine as many as you like, for example star rating, interest, tags, the price range and cities of homes viewed, recent activity such as properties saved or searches run, and the assigned agent.
- Save the segment. It now appears under My Segments on Lead Summary.
Edit or Delete a Segment
Go to . This page lists all your segments with their descriptions and lead counts. Click the edit icon for a segment to change its name or filters, then save.
Note: The lead counts on the Lead Segments page refresh overnight. The leads shown when you open a segment on Lead Summary are always current.
Ideas for Segments
| Segment | Filters | Use it to |
|---|---|---|
| Downtown condo buyers | Interest: Buyer, Tag: #downtown | Send new downtown listings to the right people |
| Top buyers, active this week | 4 or more stars, Interest: Buyer, saved a property in the last 5 days | Plan this week's showing calls |
| Luxury browsers | Average viewed price above your luxury threshold | Invite to a luxury open house |
| Open house sign-ins | Tag: #openhouse | Follow up after each open house |
Tags make segments especially flexible. Tag leads as you learn about them, then build a segment on the tag. See How to Categorize Your Leads.