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  • Go to Prospects > Criteria
  • Click Add Criteria
  • In the popup, enter a name for the criteria. 

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  • Clicking the "Share" option makes the criteria available to other users in your account. They'll see shared Prospect Criteria like this:

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  • To create Prospect Criteria on the fly click the Actions button and select "Slice & Dice"

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  • Click the Apply button, which will apply the new criteria but not save it as new Prospect Criteria

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From an Email Campaign

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