# Segmenting by Categories

Categories are used throughout Daylite for organising different types of information. This is referred to as **Segmenting**, You can set up different Categories for your Opportunities which are unique to you, or shared with other Category types.&#x20;

Categories can be very useful to assist with tracking and reporting. As an example, a professional photographer might be commissioned for different types of photo shoots, such as Advertising, Fashion, Lifestyle, or Product. In such an example, you could create a Category for each photo shoot.

{% hint style="info" %}
**Pro Tip:**

When configuring Categories in Daylite Preferences, make sure they are only applied to relevant Objects such as Opportunities.
{% endhint %}

In the example below, there are common **Categories** for both Opportunities and Projects, so these are checked accordingly. This means this list of Categories only appears in Opportunities and Project.

<figure><img src="/files/8dR360U6r0KLuXkAXRoY" alt=""><figcaption></figcaption></figure>

Now you can use Smart lists to filter different Opportunities based on Category. The Smart list below will filter all the **Open** Opportunities that have a **Product** Category.

<figure><img src="/files/ZvZTZfLLXfguUJF3OCHT" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.daylite.app/help/sales-guide/segmenting-your-contacts/segmenting-by-categories.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
