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Convert index page views to segments

Last updated: September 3, 2025

Available with any of the following subscriptions, except where noted:

To reuse filter criteria in saved views to build a segment, you can convert an index page view into a new segment. Once converted, the view's filters are automatically added to the segment, then you can continue setting up the segment's details.

For example, you have a saved view of contacts who are opportunities with recent sales engagement. You want to send a bulk email to them with offers. You can convert that view to a segment and then send a marketing email to the segment.

To convert a custom index page view to a segment:

  1. Navigate to your records.
  2. Click All views.
  3. Hover over the view you want to convert to a segment.
  4. Click More, then select Create Segment (List)
  5. You'll be brought to a new segment. Edit filters if needed, set up the segment's details, and save the segment.

Please note: conversion will fail if an index page filter is not supported in segments. Learn more about selecting filter criteria.

Learn more about using segments.

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