When quickly viewing a segment from the contacts or deals dashboard, which type of segment is being used?

When quickly viewing a segment from the contacts or deals dashboard, a saved filter is being utilized. Saved filters allow users to quickly access frequently needed segments or lists without having to recreate them each time. This functionality enhances efficiency by enabling marketers and sales teams to maintain an organized view of relevant contacts or deals based on certain predefined criteria.

Saved filters can be applied to various attributes such as lead status, lifecycle stage, or properties like email engagement. This means users can instantly see and act on the most pertinent segments of their database. They provide a more continuous and dynamic way of managing and retrieving relevant information and can be easily adjusted depending on ongoing needs.

In contrast, static lists and active lists operate under different principles. Static lists represent a fixed group based on selected criteria at a specific point in time, while active lists are dynamic and change as contacts meet or no longer meet certain criteria. Dynamic filters, while also useful, are typically more customizable and often require more setup than the straightforward convenience provided by a saved filter.