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Track New Customers Easily in Smart Segments

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Jeanne Lagos
Updated 9 months ago

We’ve made updates to Smart Segments to help you better identify and take action on newly added customers. With these enhancements, you’ll spend less time searching and more time connecting with fresh leads.


What's New?


✅ New Customers Are Now Marked with a Green Dot 


When a new customer meets the criteria and is added to a Smart Segment, you’ll see a small green dot next to their name. This makes it easy to visually identify who’s recently joined the segment.



📌 New Customers Appear at the Top by Default


When you open a Smart Segment, newly added customers are automatically displayed at the top of the list, no filtering required. This default view ensures you never miss a fresh lead.



↕️ Flexible Sorting Options Available


To give you more control over how you view your segments, we’ve added new column sorting options. You can now sort the list by:


  • Ascending– From A to Z, or oldest to newest

  • Descending – From Z to A, or newest to oldest

  • No Sort Selected (Default) – New customers appear at the top


You can toggle through these options by clicking the column headers.



If you have any questions or need support navigating the new view, feel free to reach out to your dedicated Customer Support Manager. 



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