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Filters and Groups

  • Filters Overview

    Filters allow you to screen your data and provide you with a result that captures your specified conditions and criteria. Example:  If...
  • Groups Overview

    Groups are sets of leads or customers who have specific and similar needs. Dividing your leads and customers into groups...
  • Create Filters using Groups

    You will be able to create filters using groups and use them in Broadcast and Touch Campaign as well. This...
  • Assignment Rule

    An assignment rule in Soffront is useful to define a sales rep to whom leads are assigned based on the...

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