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.

Actions Overview

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

• You can also Share the segment with your teammates.

• You have the option to delete or clone the segment.

• Pin the segment for quick access in the favorite segment section.

• 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.

• Sync segment to CRM - Click on the 'Send to CRM' option to send segments data directly into your CRM.

• Turn off CRM sync - Click on the 'Turn off CRM' sync to stop sending segment data into your CRM. 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.