Filtering Targets
Use Include filter options to limit the target contacts and leads that display in the list. You can apply a filter by selecting the check box. The filters will retain your last selection(s) as the default values.
To apply filters
- Open the Lookup Targets List dialog box.
- Select the type of targets you want to include:
- Leads (unqualified)
- Accounts (only Primary Contact)
- Accounts (all Contacts)
- Contacts (individuals)
- Select the check box(es) of the filter(s) you want to apply.
- Company Name - Filter by company name.
- Industry - Filter by industry.
- SIC - Filter by SIC. You can enter multiple values, separated by commas.
- Title - Filter by contact or lead title.
- Products Owned - Filter by the products owned by the contact or lead.
- Status - Filter by contact or lead status.
- City - Filter by city. You can enter multiple cities, separated by commas.
- State - Filter by state. You can enter multiple states, separated by commas.
- Postal Code - Filter by postal code. You can enter multiple postal codes, separated by commas.
- Lead Source - Filter by lead or contact lead source.
- Import Source - Filter lead import source.
- Create Date - Filter by contact or lead creation date. You can select a date range.
Depending on the type of target selected to be included, some filters may not be available.
- From the drop-down list, select a condition statement. Choices include Starting with, Contains, Equal to, Not equal to, Equal or less than, Equal or greater than, Less than, and Greater than.
- Type or select the appropriate conditional information.
- If you want to include in the campaign those contacts or leads marked Do Not Solicit, select the Include Do Not Solicit check box or one or more of the following check boxes:
- Include Do Not E-mail
- Include Do Not Call
- Include Do Not Mail
- Include Do Not Fax
- To find out how many targets meet the filter criteria before searching, click the How Many? button.
- Click Search
To clear filters
- Click Clear All.
