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Segment your Leads

Written by Line Jensen

Requires administrator rights or one of the following permissions:
​Campaign segmentation (user specific), Campaign segmentation (permissions)


Do you want to call specific leads on a campaign for a limited amount of time? Create a campaign segmentation and let agents call on relevant leads, e.g., specific zip codes.


  • Go to Dialer in the menu on the left.

  • Locate the campaign you want to segment.

  • Click the three dots on the far right, and choose Manage Segments.
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Click on Segment Builder.
Here you can choose the data source from which you want to create your segments and start building.
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You can read about the different Segment Types here.

  • Click Save segments

You can always edit/delete your segmentation from the Manage segments setting.
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NB: When changing between the different segment types, the original segments will be replaced with the news ones, and CAN NOT be restored.


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