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A segment is a tag you create in Klipy to group records — contacts, companies, or deals — under a label you define, like “VIP” or “Q3 Renewal.” Each segment has a name, an optional description, and a color. You attach segments from the record itself, and one record can carry more than one segment.

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What a segment is

A segment is a simple, org-wide tag: a name (required), an optional description, and a color you pick when you create it. Segments aren’t tied to one record type — the same segment can be attached to contacts, companies, or deals, so you can use one label (“Champion,” “At Risk,” “Referral Source”) across whatever kind of record it applies to.
  • Org-wide — every teammate in your workspace can see a segment once it’s created, attach it to records, and (depending on their role) edit or delete it.
  • No limits — no cap on how many segments your organization can create, and no limit on how many records a single segment can be attached to.
  • Searchable by name — a segment’s name is indexed for search, which is what powers the search box in the picker you use when attaching a segment to a record (see below).
Klipy stores the link between a segment and a record as its own small join record, separate from the contact, company, or deal itself. That’s why attaching or removing a segment never touches any other field on the record, and why deleting a segment later can cleanly remove every one of those links without affecting the records that carried it.

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Creating a segment

1

Open Segments in Settings

Go to Settings → Segments. You’ll see a list of every segment your organization has created so far, or an empty state if none exist yet.
2

Pick a name and color

At the bottom of the list, use the composer row: pick a color swatch, then type a name. The name is required — you can’t save a segment without one.
3

Add a description (optional)

Type an optional description in the second field to give teammates more context on when to use this segment.
4

Click Add

Click Add to create the segment. It immediately appears in your organization’s segment list and becomes available to attach to any contact, company, or deal.
You can create as many segments as your workflow needs — there’s no fixed maximum, and every segment you create is visible to the rest of your organization the moment you save it. If you change your mind about a segment’s name, description, or color afterward, you can edit any of those fields directly from the same Settings → Segments list.

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Applying a segment to a record

1

Open the record

Go to a contact’s detail page, or find the Segments column on the contacts table (Rolodex). Both let you attach segments the same way.
2

Open the segment picker

Click the Segments field (or double-click the Segments cell in the table) to open a search popover listing your organization’s segments.
3

Search by name to narrow the list

Type into the search box to filter the popover’s list down to segments whose name matches what you typed — useful once your organization has more than a handful of segments. The search only matches segment names, not descriptions.
4

Select one or more segments

Click a segment to attach it to the record. A record can hold multiple segments at once — repeat to add more, or click the x on an attached segment’s badge to remove just that one from this record.
The same picker includes a Manage segments shortcut back to Settings → Segments, so you can create a new segment without leaving the record you’re on.

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Deleting a segment

1

Go to Settings → Segments

Find the segment you want to remove in the list.
2

Click the trash icon

This opens a confirmation dialog. If the segment isn’t currently attached to any record, any organization member can confirm and delete it — this action cannot be undone.
3

Confirm deletion (admin required if the segment is in use)

If the segment is currently attached to one or more records, only an organization admin can delete it. Non-admins see a message asking them to contact an admin instead. Once confirmed, Klipy detaches the segment from every record that had it — the contacts, companies, and deals themselves are untouched, only the segment tag and its links are removed.
This admin restriction only kicks in once a segment is actually attached somewhere — an unused segment (one with zero linked records) can be deleted by any organization member without needing admin approval. Either way, deletion is permanent: there’s no undo, and no trash bin for segments the way there is for notes, so double-check you’re removing the right one before you confirm.
Yes. Segments aren’t scoped to one record type — the same segment can be attached to contacts, companies, and deals across your organization.
No. There’s no cap on the number of segments your organization can create, and no limit on how many records a single segment can be attached to.
Not today. Segments show as a column on your Rolodex tables so you can see and edit them inline, but segments aren’t yet available as a filter option in the filter bar. Search-by-name currently applies to finding a segment inside the picker when you’re attaching one to a record.
The record itself is unaffected — only the segment tag and the record’s link to it are removed. Deleting a segment does not delete or modify the contact, company, or deal in any way.
Only an organization admin. If a segment has zero records attached, any member can delete it; once it’s in use, deletion is restricted to admins to avoid accidentally breaking a grouping your team relies on.
Last modified on July 30, 2026