A selection is a list of data that shares one or more search criteria. It can be later used to perform a number of actions. In this article we will explain how you can create a search and save it as a selection.
A selection is a great tool to extract useful information from your CRM database. It helps you find information based on criteria you choose and places the information in a list for further action.
For example, as a sales manager, you may want to see a list of all sales over €5,000 that are ready to be closed each month. Or maybe you are a consultant and want a list of all the projects you are involved in. Or if you work in marketing you may need a list of all customers who have signed up for your monthly newsletter.
Creating a selection starts by performing a search. You can use a typical search and/or build your own search by adding the search criteria you need. Once you’ve found the information you were looking for, you can save your search results as a selection.
There are three options to save you search results as a selection:
- Static selection. A static selection is a list of records that will not change until you add or delete content from this list manually. This means you will have full control over your selection.
- Dynamic selection. A dynamic selection is a list of records that is always up to date. Any entry in your database that matches your selection criteria is automatically added to your selection.
- Add to existing static selection. You can add all the records you found in your search to an existing static selection, instead of creating a new selection.
See how you can create a search and save it as a dynamic selection in this short video or follow the steps below: