Menu Path: None
To use CRM Rules, click the Add Rule button or double-click a selection rule in CRM Target Selection.
Create a new CRM rule for determining campaign targets.
Use CRM Rules to set up a CRM rule, which is used to determine the targets for a campaign.
Example You want a campaign to target customers who have not been contacted in 30 days. You set up a CRM rule to determine the customers who have not been contacted in 30 days.
Button |
Description |
Exit |
Click this button to close the CRM Rules window. |
OK |
Click this button to save the CRM rule and close the CRM Rules window. |
Field or Button |
Description |
Select one of the following:
Note The Begin With radio button is automatically selected for the Begin With criterion, and cannot be changed. |
|
Select the selection criterion you want to use to target companies. |
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Selection Rules |
These fields and radio buttons allow you to specify the details of the selection criterion. The available fields and buttons depend on the option selected in the grid. |