Building and implementing this segment will filter out all accounts in your CRM that are owned by reps, enabling your team to chase after net new accounts and accounts that are in your CRM but are yet to be owned.

To build this segment, 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 or accounts in your CRM unowned by reps

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]