Match Any of These Filter
Each selection you make in this filter widens your results to people who have any of the criteria.
Think of And Match Any of These as: "OR".
For example, if you select the stages Warm and Hot as filters, the results will show people that have either the Warm Stage or the Hot Stage.
- About - First Name, Last Name, Birthday, Language, and more
- Relationship and Tags - Stage, Segment, Tags, and more
- Communication and Campaigns - First Met, Running Campaigns, and more
- Contact Type - Organized, Discovered, and more
- Contact Info - Email Address, Email Domain, and more
- Custom Fields - Custom fields you have defined
Select as many filter options as you would like. Also, note that you can combine Must Match Any of These, with any of the other filters.
- Tap on Must Match Any of These to expand the section
- Tap on the + to add a filter
Tip: The checkmark (✓) adds a filter and the X removes a filter.
- ✓ - Adds a filter
- X - Removes a filter
Match Any functions as an "Or" so as you add criteria it widens the results.
For example, if you filter by:
- Custom Field - Lead Source: Website
- Custom Field - Lead Source: Open House
People who have Lead Source: Website OR Lead Source: Open House will be included in the filtered list.