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Optionally, you can enter the 'WHERE'-part of a SOQL Query which portatour® should use for selecting data for mass activation. Use this option in case not all customers should be visited by sales reps, but rather the ones that meet certain criteria – e.g. minimum revenue / minimum potential.
Select Validate and Save to check the filters and save.
Filter examples:
ID IN (
SELECT LeadID FROM CampaignMember
WHERE CampaignId!='701D00000018Ct7'
)
ID IN (
SELECT LeadID FROM CampaignMember
WHERE CampaignId NOT IN ('701D00000018Ct7', '701D00000018Ct8')
)
ID IN (
SELECT LeadID FROM CampaignMember
WHERE Campaign.Name not in ('Test2')
)
ID NOT IN (
SELECT LeadID FROM CampaignMember
WHERE Campaign.Name like 'Test%'
)