Building a CRM Segment: Greenfield Accounts

Building a Warmly CRM-related segment to filter out accounts within your CRM

Maximus Greenwald avatar
Written by Maximus Greenwald
Updated over a week ago

To build a segment for Greenfield accounts (accounts not in your CRM), go to the Segments tab within settings and build out the segments exactly as seen in the screenshots below. You should always test every segment that you make within Warmly because they are vital building blocks of successfully using the platform. See THIS Help Center article to learn how to test segments.

Note that you will need to have a CRM integrated with Warmly in order to create these CRM segments.

Greenfield accounts (accounts not in your CRM)

This article was made by Ryan Beyer, Head of Customer Success. Feel free to reach out at [email protected] with any questions.

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