Lead Filtering Logic
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Image 1 Interpretation:
The system scans the Lead List to locate individuals whose Country is set to Vietnam and whose Tags contain test. Only those leads who satisfy both of these conditions simultaneously will be included in the segment. -
Image 2 Interpretation:
Here, the system searches the Lead List for leads who meet either of the following criteria: Country is Vietnam or Tags is test. A lead only needs to meet one of the two conditions to be included in the segment. -
Fields like Phone, City, etc., are available for you to apply custom filters and refine the Lead List based on specific values you’re interested in.
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The system typically supports filtering using conditions such as Like, Equals, and Not empty to help narrow down leads effectively.
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Using Equals for filtering Tags requires an exact match, including correct spelling and capitalization.
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The Like condition is more flexible—it doesn’t require an exact match, but spelling must still be accurate.
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The Not empty option allows you to filter all leads that have a value assigned to Tags (or any other field of your choice).
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Additional conditions like Greater than, Greater than or equals, Less than, and Less than or equal are available for future enhancements and may be used for advanced filtering scenarios.