Intersections with a Base Selection

You can create an intersection between two selections by defining one selection as the base selection of the other.

Follow the below steps:

1. Define a selection:
   • Containing the first condition (e.g. Lead Status = "Customer" OR "Regular Customer")
   • Base = Entire Database
   • Result = Replace
2. Click on (Execute) to update the selection.

   The system searches the entire database for all companies/persons who meet the first condition and adds them to the selection.

3. Save the selection.
4. Click on (Delete) to delete all entries in the mask.
5. Define the second selection:
   • Containing the second condition (e.g. no completed visits)
   • Base = Selection
   • Result = Replace
   • Select the initial selection under Base Selection.
6. Click on (Execute) to update the selection.

The system searches in the base selection for all companies/persons that meet the second condition and saves them in the second selection: The selection contains all customers/regular customers that have not been visited.