Logic Builder

The Logic Builder is a visual rule builder that lets you define exactly which accounts should belong to this territory based on their attributes.

How the Logic Builder Works

The Logic Builder uses a "groups and rules" structure:

Groups

Contain one or more rules and can be combined with AND/OR logic:

• AND: All rules in the group must be true
• OR: At least one rule in the group must be true

Rules

Are individual conditions like:

• "Annual Revenue is greater than 1,000,000"
• "Industry equals Technology"
• "State is California"

Visual Example:

Group (Match ALL of the following):
  ├─ Annual Revenue > 1,000,000
  ├─ Industry = "Technology"
  └─ State = "California" OR "Oregon" OR "Washington"

This would match: Large tech companies on the West Coast

Building Rules Step-by-Step

1. Choose a field from the dropdown (e.g., "Annual Revenue," "Industry," "State")