About Stored Searches and Target Groups

Vine CRM has limited support of Vine Marketing. If you need the full capabilities of Vine Marketing please use the Vine Marketing Automation web tool.

The Vine Marketing role page includes the following two main tools which provide powerful capabilities for delving into the server databaseThe main Vine database that is located on the server computer and stores data from all Vine end users. and organizing search results for subsequent use: Stored Searches(criteria in previous versions of Vine Market) and Target Groups (QueriesIn Vine Marketing, a query is a complex database search that retrieves information from the Vine database. A query consists of phases.):

Stored Searches are unit searches created using the Advanced Find tool which in the Marketing mode allows saving searches for further use.

Target Groups are powerful searches which can consist of several search phasesIn Vine Marketing, a phase is an independent stage of a query. It has its operation type and criteria loaded in its Contents field.. A phase can combine stored searches, foldersA folder in Vine is a named group of objects., and Vine objectsAll information in Vine is stored in the server database as named objects of different types. Examples: a company, a person, an event, a sales case..