Segments & lists
Segments group contacts by dynamic criteria (e.g. “Enterprise accounts in the South region with no activity in 30 days”). Lists are the saved output you can target with campaigns, hand off to Marketing, or export.
Build a segment
Go to CRM → Segments → New Segment and add filter conditions on any contact or account field, including custom fields. The member count updates live as you refine the rules, so you can see the audience size before saving.
Use it
Save the segment as a list to reuse across CRM and Marketing campaigns, or export it to CSV for use in another tool.