List · reads segment
Segments
Saved filters over people.
One row per item, the plainest possible view.
- Confirm dietary requirementsDue tomorrow
- Send quote to MarchandDue Friday
- Order langoustinesIn progress
- Book second serverNot started
How it works
- 1
Items are listed newest first unless a sort is set.
- 2
Each row shows its title and the two or three fields that matter.
- 3
Filters narrow it without leaving the page.
Best for
Reading and scanning. It is the right default more often than it looks.
Not the right choice for
Comparing many fields at once — use a table.
Questions
What data does the Segments page use?
It reads segment records the agent has collected. Saved filters over people. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a list the wrong choice?
Comparing many fields at once — use a table. It is best for: reading and scanning. It is the right default more often than it looks.
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in People & CRM
Contacts
Everyone the agent knows.
Userbase
End-users of the agent + captured data.
Confirm dietary needs
Send quote
Order langoustines
Deposit received
Site visit
Prospects / leads
Pipeline by stage.
Guests
Invitees with RSVP.
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
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