Account lists, filters, and admin-defined segments
Key Takeaway
A list is static, so accounts stay in it until a user manually adds or removes them. A filter is dynamic, so its results update automatically when account data changes.
In Life Sciences Cloud for Customer Engagement, reps use lists and filters on the Accounts and Calendar tabs to find, narrow down, and act on the healthcare providers (HCPs) and healthcare organizations (HCOs) they target. Admins decide how lists look and behave from Admin Console. Admins can also define account segments so that sample limits can be initialized for the accounts in each segment.
Lists and filters
A list is a static group of accounts. Accounts stay in a list until a user manually adds or removes them. Lists fit curated sets, such as campaign targets, routine planning groups, or accounts a rep invites to an upcoming congress event.
Unlike a list, a filter is dynamic. A filter returns the accounts that match defined criteria, such as all Tier A cardiologists in New York. The filter's results update automatically when account data changes. Users can clone a filter to reuse and modify its criteria.
An account needs a primary address associated with it to appear properly in a filter.
Maria is a rep in Chicago. She builds a list named "Spring advisory board invitees" and adds 15 accounts by hand. She also creates a filter for Tier A oncologists in Chicago. Later, the account for a Chicago oncologist changes from Tier B to Tier A. The oncologist now shows up in Maria's filter results without any action from her. The "Spring advisory board invitees" list still holds the same 15 accounts, because accounts stay in a list until a user manually adds or removes them.