Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
Segments group your leads so you can target them together — for campaigns, reminders, and reporting. The Segments page lists every segment you can access, who owns it, how many leads it holds, and which campaigns use it.
Opening Segments
- In the left menu, go to CRM → Segments.
Reading the Segments List
| Column | What it shows |
|---|---|
| Segment Name | The segment's name |
| Level | Who it belongs to: Personal, Office, or Company |
| Type | Static or Active |
| # of Leads | How many leads are currently in the segment |
| Total Campaigns | How many campaigns use this segment |
| Reminder | The reminder interval, with counts of Expired and Regular leads |
| Creator / Last Modified By | Ownership and the latest change |
| Actions | The email icon and the ⋯ menu for segment-level actions |
Note: Reminder counts highlight leads whose touch cadence lapsed — a red indicator with an Expired count means the segment has leads past their reminder window.
Filtering and Searching
- Click Segment Level: All to filter by Personal, Office, or Company segments.
- Use the Search Segment Name box to find a segment directly.
Creating a Segment
Click Add Segment in the top-right corner and complete the form. See Adding a Segment for a full walkthrough of the builder.
Paging
Use the pager at the bottom to move through segments (10 per page by default).
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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