Filters
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There are two types of lead generation in Email
- When connecting an email account. Learn more
here - In a connected account: processing by criteria in filters
Let's look at the second option.
Processing by criteria in filters
Create a new filter using the Add button.
Enter the filter name, choose a color, and then move on to creating the filter conditions,
but before that, choose the AND/OR condition
AND builds the list strictly according to the specified conditions. Only when both conditions are true will AND build the list. If not, the list is not built 😂.
OR is the combined list of all specified conditions. One of several conditions is true.
Set the filter validity date lets you set the date range during which the filter applies. Once it expires, the filter stops working.
The criteria by which you can filter in Email:
- sender address
- recipient address
- message subject
- message body
- message date
- deal type
- deal status
- responsible person for the deal
- company department
- amount
- client type
- client status
- client category
- client country
- client region
- client city
Filter condition
"Equals" filters out everything else and selects only one parameter.
"Contains". Means that the criterion contains a fragment of the expression.
"Range From and To" applies to search dates.