Guides

Segments — Complete User Guide

Getting Started with Segments

Path: Frontline → Core modules → Segments

Segments let you group records by shared conditions. You can build segments for Team members, Companies, Customers, Leads, Products, Tickets, Conversations, Tasks, Projects, Deals, and POS orders.

How to Create a Segment

Click Create Segment in the top-right corner.

In the Create a segment modal, configure:

• Color — pick a visual label.
• Name — segment title.
• Description — optional note.
• Who can see this — visibility setting.
• Conditions — choose the Type, Property, Condition, and Value.

You can combine conditions with AND or OR logic, and add condition groups for nested rules.

The Matching Records counter updates as you build conditions. Click Save segment when done.

Saved segments appear in the list with their name, description, and matching count.

Segment Types and Examples

Company segments

Filter companies by properties such as primary name.

Customer segments

Filter customers by status, lifecycle, or other fields.

Lead segments

Filter leads by name or contact properties.

Product segments

Filter products by barcodes, categories, or other product fields.

Ticket segments

Filter support tickets by name, status, or assigned team.

Conversation segments

Filter conversations by channel or message properties.

Task segments

Filter tasks by priority, due date, or assignee.

Project segments

Filter projects by linked segments or project properties.

Deal segments

Filter sales deals by name, stage, or value.

POS order segments

Filter POS orders by order number or related fields.