Saved views and tags
Slice your data the way you actually work.
Tags
Free-form labels. Use them for things your fields do not capture — "met at conference", "referred by", "champion left".
Saved views
A filter you name and keep. "UK manufacturing, no contact in 90 days" is a view; recreating that filter each week is waste.
Steps
- Filter a list to exactly what you want.
- Save it, named after what it is for.
- Reuse it — including to enroll a campaign.
You're done when the segments you look at weekly are one click away.
Gotchas
- Tags decay without a convention. "champion", "Champion" and "champion-left" become three tags. Agree the vocabulary.
- A saved view enrolled into a campaign enrolls its records at that moment, not as a live subscription.