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How to Add Inclusion Rules to Focused Views

Inclusion rules are how contacts are added to the view depending on certain criteria you choose. 

  • Need to exclude contacts from the view? Click HERE to learn how. 


  1. Within a focused view, next to Inclusion Rules, click Add Rule
  2. Choose from the list of available inclusion rules. 
  3. Once a rule is chosen, click Save and Close
    • Continue steps 1 and 2 for every inclusion rule you want to add.

 




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