Criteria

Criteria are classification labels that you can attach to deals, customers, and inventory items. Use them to categorize records for filtering and reporting.

Criteria and tags

The interface calls this concept Criteria. The API calls the same concept Tag. They are the same thing under two names.

See terminology for the full disambiguation.

Creating criteria

An administrator creates criteria in the Criteria section. Each criterion has:

  • A name — the label that appears on records.

  • A scope — which record types the criterion applies to.

A criterion can apply to any combination of:

  • Customers

  • Deals

  • Inventory items (digital and printed displays)

One organization shares a single set of criteria across all its teams.

Applying criteria

Once defined, criteria appear as selectable labels when creating or editing a deal, customer, or inventory record (depending on the criterion’s scope).

Multiple criteria can be applied to the same record.

Filtering by criteria

Lists of deals, customers, and inventory items can be filtered by criteria. This makes criteria useful for segmenting views — for example, filtering deals by campaign type or customers by industry.

Related pages

  • Deals — where criteria appear on deal records

  • Customers & Contacts — where criteria appear on customer records

  • Inventory — where criteria appear on display records