How to create a segment from within the view contacts module?

How to create a segment from within the view contacts module?

If you quickly need to create a segment of a particular advanced filter that you're performing in the View Contacts module, that can be done easily. To do so:


  • From the Navigation Toolbar to the left, click on Contacts and select View Contacts.
  • Click on the filter icon at top right as shown in the GIF above.
  • Click on the Advanced tab.
  • Choose the desired Criteria, Modifier, and Value.
  • Once done, click on Save as Segment instead of clicking Apply.
  • Specify a name for the segment and click on Save and Apply.


        • Create. Review. Publish.

          Write, edit, collaborate on, and publish documents to different content management platforms.

          Get Started Now


            Access your files securely from anywhere

              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training
                Redefine the way you work
                with Zoho Workplace

                  Zoho DataPrep Personalized Demo

                  If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                  Zoho CRM Training

                    Create, share, and deliver

                    beautiful slides from anywhere.

                    Get Started Now


                      Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                      BOOK A SESSION







                                  Quick LinksWorkflow AutomationData Collection
                                  Web FormsEnterpriseOnline Data Collection Tool
                                  Embeddable FormsBankingBegin Data Collection
                                  Interactive FormsWorkplaceData Collection App
                                  CRM FormsCustomer ServiceAccessible Forms
                                  Digital FormsMarketingForms for Small Business
                                  HTML FormsEducationForms for Enterprise
                                  Contact FormsE-commerceForms for any business
                                  Lead Generation FormsHealthcareForms for Startups
                                  Wordpress FormsCustomer onboardingForms for Small Business
                                  No Code FormsConstructionRSVP tool for holidays
                                  Free FormsTravelFeatures for Order Forms
                                  Prefill FormsNon-Profit

                                  Intake FormsLegal
                                  Mobile App
                                  Form DesignerHR
                                  Mobile Forms
                                  Card FormsFoodOffline Forms
                                  Assign FormsPhotographyMobile Forms Features
                                  Translate FormsReal EstateKiosk in Mobile Forms
                                  Electronic Forms
                                  Drag & drop form builder

                                  Notification Emails for FormsAlternativesSecurity & Compliance
                                  Holiday FormsGoogle Forms alternative GDPR
                                  Form to PDFJotform alternativeHIPAA Forms
                                  Email FormsFormstack alternativeEncrypted Forms

                                  Wufoo alternativeSecure Forms

                                  TypeformWCAG


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Segments

                                                                                                                                      Segments in Contacts section allows you to categorize contacts in groups based on different criteria. Dividing contacts into small groups lets you focus on the needs of the particular set effectively. This helps in strategizing potent marketing ...
                                                                                                                                    • Segment summary

                                                                                                                                      Segment summary gives you various reports on how contacts in a particular segments are performing in terms of associated activities, contact stages, contact sources etc. Using these insights, you can construct proper marketing propaganda for each ...
                                                                                                                                    • How to change subscription type of contacts from non-marketing to marketing?

                                                                                                                                      It is possible to bulk update the subscription type of non-marketing contacts to marketing in Zoho Marketing Automation. You can do this in two ways – directly from the View Contacts module by using filter or by creating a Segment first. If you ...
                                                                                                                                    • Create a Journey in Marketing Automation

                                                                                                                                      In Zoho Marketing Automation, a Journey is an automation tool that helps you build business workflows by defining the path your contacts will follow based on specific conditions and targeted actions. With Journeys, you can automate repetitive tasks, ...
                                                                                                                                    • How to set up sync with Zoho Contacts

                                                                                                                                      Zoho Contacts is an online contact management software for managing your business contacts. Integrating Zoho Marketing Automation with Zoho Contacts will allow you to sync contacts from Zoho Contacts and send campaigns to them. Learn how to integrate ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources