Understanding filters

Filters are only accessible for enterprise customers.

Filters allow admins to specify the people, i.e. leads, that a user can see. The visibility can be set for any Marketo field, so that some users, for example, are only able to see people from specific countries. These visibility rules can be set up globally. Visibility rules can also be used to only show specific OneInsight campaigns to users. Please contact OneInsight Support for assistance in setting up visibility rules.

Each user is assigned a “Default” filter that can be modified, but not deleted. Visibility rules assigned to this default filter will then be automatically used for new users (Single Sign-On or regular users).

 


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