Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

Overview

Filter Criteria is used to filter out people from your database. The database that's filtered is the Lead Liaison Prospect Database. If you're using a CRM such as Salesforce.com then the Lead Liaison Prospect Database is a superset of Salesforce.com. For example, in Salesforce.com all Lead, Contact, Account, Opportunity and SFDC Campaign information is synchronized with Lead Liaison's Prospect Database about every five (5) minutes. Updates in the CRM are reflected in Lead Liaison's database and vice versa. Lead Liaison uses a concept of Standard and Custom Fields (similar to a CRM such as Salesforce.com).

...

In this use case, use only the Number of Employees < 20 Filter Criteria and make sure this field is populated with a value (not left empty).

Using

...

Date and Date Time Values

OperatorChoicesDescription
equalsSingle dateExact date match
does not equalsSingle dateNo date match
less thanSingle dateDate is before the date selected on the right side
less than or equalsSingle dateDate is before or equal to the date selected on the right side
greater thanSingle dateDate is after the date selected on the right side
greater than or equalsSingle dateDate in field is after or equal to the date selected on the right side
emptyNoneAll records without a date
not emptyNoneAll records with a date
in time framePresets (days ago, next months, etc.)Defined in picklist
not in time framePresets (days ago, next months, etc.)










Image Added

Image Added