Below is a list of each available pre-defined criteria (rule) that can be used for selecting contacts to be included in your Prospect List. For information about applying or removing these criteria, see How to Generate a Prospect List using Pre-defined Criteria.
| Options | Criteria Description | Details |
|---|---|---|
| Basic Options | New contacts or leads that have never been contacted |
This means that contacts or leads received within 7 days are added to your Prospect List if they have not yet been contacted. |
| Contacts or leads that have viewed a Market Snapshot in the past week |
This means that contacts or leads that have viewed a Market Snapshot in the past week are added to your prospect list. If you don’t want to include leads that you have not contacted for over a year, clear the Include contacts and leads that have not been contacted for over a year option on the Advanced tab. |
|
| New and Engage contacts or leads that have not been contacted for over a week |
This means any contacts with a status of New or Engage that have not been contactaced for over a week are added to your prospect list. If you don’t want to include leads that you have not contacted for over a year, clear the Include contacts and leads that have not been contacted for over a year option on the Advanced tab. |
|
| Contacts ready to buy or sell that have not been contacted for over a week |
This means that contacts who have reached their “Transaction Dates” in the Lead Qualification Status are added to your Prospect List if you haven’t made contact for over a week. If you don’t want to include contacts that you have not contacted for over a year, clear the Include contacts and leads that have not been contacted for over a year option on the Advanced tab. |
|
| Contacts that have not been contacted for over 2 months |
This means that contacts are added to your Prospect List if you haven’t made contact for over 2 months. If you don’t want to include contacts that you have not contacted for over a year, clear the Include contacts and leads that have not been contacted for over a year option on the Advanced tab. |
|
| Advanced Options | Contacts and leads that have never been contacted |
If this option is selected, those you have never contacted will be added to your Prospect List for follow up. |
| Contacts and leads without a name or contact method in their record |
When this option is selected, contacts and leads that don’t have a name, phone number or email address specified in their record are included in your Prospect List. Note: When checking for contact information, this criteria only checks for a primary email address, home, business, mobile or pager number. Contacts and leads that contain only fax numbers, “Other Numbers” or “Other Emails” will not be considered a “match” since those fields are not examined as part of this rule. |
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| Include contacts and leads that have not been contacted for over a year |
If this option is selected, those you haven’t contacted for over a year will be included when the following Basic criteria are selected and evaluated:
For example, if you select the New and Engage contacts or leads that have not been contacted for over a week option on the Basic tab, New and Engage contacts that have not been contacted for over a year will also be added to your Prospect List. |