> For the complete documentation index, see [llms.txt](https://docs.reo.dev/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.reo.dev/segments/segment-actions.md).

# Segment Actions

This guide explains how to manage segments once they're created.

Once you've created a Segment in Reo.Dev, you unlock a range of quick actions that allow you to efficiently manage and act on the data.

<figure><img src="/files/7PI7i6NypZFNuPp0uJxN" alt=""><figcaption></figcaption></figure>

**Actions** **Overview**

![](/files/7X7pVyuywl4AEQBggmrp)

* You can **edit a segment** to change the name or adjust filters

<figure><img src="/files/7IAP2Mhwda6uwJlRqcKq" alt=""><figcaption></figcaption></figure>

* You can also **Share the segment** with your team

<figure><img src="/files/BvtUEnMhtUX6j90QbUQu" alt=""><figcaption></figcaption></figure>

* You have the option to delete or clone the segment

<figure><img src="/files/tjxgXRrqZ4OH6WC58IFK" alt=""><figcaption></figcaption></figure>

* Pin the segment for quick access in the Pinned Segments section&#x20;

<figure><img src="/files/ol6BrtV3gq32awEQkLdI" alt=""><figcaption></figcaption></figure>

* Set a default segment - so every time you land on the Accounts, Developers, or Buyers dashboard, you’ll instantly see the accounts/developers/buyers from that default segment.

<figure><img src="/files/DlmOgnnmlWnN4efKMroz" alt=""><figcaption></figcaption></figure>

* Sync segment to CRM - Click on the 'Send to CRM' option to send segments data directly into your CRM.&#x20;

<figure><img src="/files/TURJLwt0W0barUxsHmDc" alt=""><figcaption></figcaption></figure>

* Turn off CRM sync - Click on the 'Turn off CRM' sync to stop sending segment data into your CRM.&#x20;

{% hint style="warning" %}
Note: Turning off CRM sync will stop new data/account from being sent, but segments data/accounts already synced to your CRM will remain as is and won’t be deleted.&#x20;
{% endhint %}

<figure><img src="/files/apAYnOKmtrWt6MwF3QZU" alt=""><figcaption></figcaption></figure>


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# Agent Instructions
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