Lists and Filters

Quickly identify a target group of accounts by using Lists and Filters. Static lists are manually-curated lists of accounts that remain fixed. Users can add or remove accounts individually. Dynamic filters apply to a list of accounts that updates based on user pre-defined criteria, and show sortable relevant fields that users add. By using dynamic filters, users can quickly associate the group of accounts with tailored actions, saving time and efforts by removing the need for repetitive manual updates. Lists and Filters streamline workflows by enabling users to identify, interact with, and act on relevant accounts.

Lists and Filters entity relationship diagram

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Lists and Filters Objects in Life Sciences Customer Engagement

Account
Contact Point Address
Life Science Account List
Life Science Account List Column
Life Science Account List Filter Criteria
Life Science Account List Member
Life Science Account List Object

To learn more about all objects used in Life Sciences, see Life Sciences Objects.