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You can use Prospect Criteria from the Prospects page as an easy way to slice and dice your database and see some quick results, which you can also export. Here's how to do that:
- Go to Prospects > All Prospects
- Click the Apply Criteria button and select your criteria
- To export your data, click the gear to the right and choose "Export"
- From the export view you'll be able to select the data you want to see in your exported CSV
- To create Prospect Criteria on the fly click the Actions button and select "Slice & Dice"
- Click the Apply button, which will apply the new criteria but not save it as new Prospect Criteria
From an Email Campaign
You can apply Prospect Criteria to one or more email lists at the time of sending.
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To view, edit, or delete your Prospect Criteria:
- Go to Prospects > Criteria
- Click the gear to the right to see your options
- If no gear is present, the Prospect Criteria might be shared with you and can only be edited by the user who created the Prospect Criteria
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