How to segment contacts in OnePageCRM?
Learn how to organise and group your contacts in OnePageCRM using simple segmentation tools.
This guide shows you how to structure your database to quickly find contacts and keep your sales process organised as your business grows.
Use this table to quickly see what each tool is for, how it works, and when to use it:
| Tool | Purpose | Examples | When to use |
|---|---|---|---|
| Status Label | "Where is this contact in my sales process?" |
Lead Prospect Customer |
Track where a contact is in your sales process. |
| Tags | "What key characteristics define this contact?" |
VIP High Intent Urgent |
Group contacts quickly with flexibility. |
| Lead Source | "How did I acquire this contact?" |
Website Referral Social Media |
Track which channels bring the most leads. |
| Custom Fields | "What specific business data do I store about this contact" |
Birthday Company Size Customer ID |
Record structured, consistent data beyond the default fields. |
| Filters | "Which segment do I need to find?" | All VIP Prospects in New York with no deal. | Combine tags, fields, and statuses to get a precise segment. |
Tags vs. Custom Fields
Tags:
- easy to add and remove
- change frequently
- based on behavior or signals
Examples: VIP, High intent, Conference attendee
Custom Fields:
- set up in Settings
- structured and consistent
- based on fixed attributes
Examples: Organization size, Renewal date, Industry.
FAQ
Are the Status options like ‘Lead’ or ‘Prospect’ fixed?
No. They are fully customizable. You can rename them to match your business (e.g. “Candidate/Client” for recruitment or “Buyer/Seller” for real estate).
Can I change or edit these later if I need to?
Yes. All segmentation tools are fully editable at any time.
I’m not sure how to start — what should I do?
Keep it simple: start with 2–3 Status Labels, a few Tags, and one useful Filter. You can refine over time.
Do I need to use all of the segmentation tools at once?
No. Start with what’s useful now and add more only when needed.