Segmenting your list can be a powerful way to hyper-target specific groups. This article will describe how you can best use our and/or searching features to complete a Boolean search for contacts, companies and deals.
And/Or Filter
You can add multiple filters to your search
- Click on the & icon to change the criteria to OR
- Brackets group your searching criteria together
In the example below, I can search for anyone who has a Contact Status that is a client and is either located in St. Louis or is located in Chicago.
You are also able to adjust your filter by dragging and dropping your filter fields in to a new order.
Select Apply to pull your results and Save Filter if you wish to use this filter again in the future.