MEDICAL SALES
Targeting Workflow

Lead Lists

Organize saved providers, manage outreach state, and open focused provider queues from one shared workspace.

Saved list workflow

Saved list

A saved list is a working set of providers you can open, export, and move through outreach.

Saved criteria

Saved criteria stores the search rules used to reopen Target Builder quickly. It does not create alerts.

Watch criteria

Use this label only as a reminder to revisit a search. True alerting is not implemented on this page.

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