Segment the Database with Filters¶
Filters let you reach a granular level of detail in your records.
How to work with filters¶
When working with filters, you will see that some of the rules have an arrow button next to it, informing you that the parameter has more variables within it.
Every time a new branch is created, you can choose if you would like the records to match all criteria of the upcoming rules, or any, meaning one rule or the other.
Scenario: narrow the target down to new opportunities in the pipeline.
Scenario: narrow the target down to suppliers.
Scenario: narrow the leads down to the ones that contain a certain tag name.
Scenario: narrow the target down to the attendees of a specific event that purchase a specific category of ticket.
Scenario: narrow the target down to the employees who have kids.
Scenario: narrow the target down to records with a helpdesk ticket solved.