Best Practices

Article • 4/2/2026 • 2 min read

Targeting Your Customer Using Interest, List, and Source

The following fields can be used to target your customers for more effective Marketing. Each of these are searchable, and you can assign multiple values for each.

Interest – Located on Company, Contact, and Opportunity records

Used to indicate the set of your products and services they are interested in.
Located on the Profile tab.

Use the Interest field to keep track of which products and services contacts are interested in. It is easy to send them quick marketing messages, emails or other communications when something new occurred to the product.

You can also add an interest subgroup to further qualify what a particular customer is interested in. For example, your primary group could be Services, and the subgroup Repair Services.

Then quickly search for contacts based on their interest, email them, create an Activity, and more.

List – Located on Company and Contact records

Used to categorize groups of records, For example: Holiday mailing list, or Distributor, Tier 1 Customer,
Located on the Profile tab.

Source - Located on Company, Contact, Opportunity records

Another way to categorize records, typically for Marketing and can be linked to Leads.
Located on the Profile tab.

Interest / List / Source codes can be defined in Setup > Codes > Campaign & Marketing.

Because these are searchable fields, you can use the various functionality built into searches to locate these records easily, and perform mass functions on them. For example, find all contacts interested in product ‘X’, assign them to a campaign, and send out an email blast- all in just a few clicks.

Add List/Interest/Source to your Search Criteria options by clicking Select Fields.
Run the Search. If you want to export the search results to Excel, from the search results select some or all of the results and click Export.
Use Workflow to perform mass functions like Assign Campaign.
To see more data from your search results, add columns by selecting search results Options > Select Fields.
Alternatively, you can filter the columns to further refine your search results.