> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getwhitewhale.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How Segments Work

> Save your most-used account filters as reusable segments in WhiteWhale. Return to any filtered view instantly to track specific territories, verticals, or signal types.

<iframe src="https://www.loom.com/embed/c0187b878e024b0794124c573868e042" title="How Segments Work in WhiteWhale" className="w-full aspect-video rounded-xl" frameBorder="0" allowFullScreen />

<Info>
  **A segment is a saved set of filters.** Instead of rebuilding the same filter combination every time, you save it once and come back to it with one click.
</Info>

## What you can filter by

When building a segment, you can combine any of these filters:

* **Signal activity** — accounts that have a specific signal, or any signal in a given time range
* **Deal status** — in CRM, not in CRM, specific deal stage
* **Owner** — filter to one rep or the whole team
* **Company size** — employee count range
* **Location** — specific states, countries, or global
* **Industry** — one or more industries
* **Account status** — active, suggested, or both

Mix and match any combination. The accounts that match all your filters are what appear in the segment.

## Segment ideas to get you started

| Segment name                 | What it captures                                                       |
| ---------------------------- | ---------------------------------------------------------------------- |
| **White Whales**             | Enterprise accounts you're actively hunting                            |
| **Founding roles**           | Companies under 50 employees hiring founding AE, SDR, or GTM roles     |
| **Closed lost + new signal** | Accounts you lost that now have fresh signal activity                  |
| **Mid-market**               | Accounts in your 50–500 employee range                                 |
| **New signals this week**    | Any account with signal activity in the last 7 days                    |
| **Not in CRM**               | Accounts WhiteWhale is tracking that haven't entered your pipeline yet |

## How to create a segment

<Steps>
  <Step title="Go to the Accounts page and set your filters">
    Use the filter bar at the top to build the combination you want. You'll see the matching accounts update in real time as you add filters.
  </Step>

  <Step title="Click Save as Segment">
    Once your filters look right, click **Save as Segment** and give it a name.
  </Step>

  <Step title="Access it any time">
    The segment appears in your segments list in the left nav. Click it to instantly reload those filters and see the current matching accounts.
  </Step>
</Steps>

<Tip>
  Segments are live — they always show the accounts that match your filters right now, not a static snapshot from when you saved them. A closed-lost segment with a new signal filter will automatically surface new matches as they appear.
</Tip>

## Related

<CardGroup cols={2}>
  <Card title="Creating Segments" icon="plus" href="/creating-segments">
    Step-by-step guide to building and saving a segment.
  </Card>

  <Card title="How to See All New Signals" icon="bell" href="/how-to-see-all-new-signals">
    Use signal date filters to build time-based segments.
  </Card>

  <Card title="Account Scoring Explained" icon="chart-bar" href="/account-scoring-explained">
    Understand the score you can filter segments by.
  </Card>
</CardGroup>
