In and Not In versus Contain and Not Contain

In/Not In: These are “Or” statements. They look for a list of exact values. It is as if saying "In this following list". These can be considered = statements as well.

Contain/Not Contain: These are “And” statements. Contain and Not Contain statements look for the text anywhere in the field.

For example:

In: if Region - In - LATAM,EMEA,APAC, then the system will ONLY look for the values LATAM, EMEA, and APAC.

If the statement had Region - contain - NAM, then the system will look for anything that had the letters "NAM" anywhere in the Region field. So "NAM - Walmart" would get credited and so would "NAM - K-mart".

In other words, if the criteria is: Region - Not Contain - EMEA,UK,EUROPE

And the deal says: Region: EMEA

The rep will still get credit because the statement is EMEA AND UK AND EUROPE. If you change it to be:

Region - Not In - EMEA,UK,EUROPE

Then it would be an AND statement: EMEA OR UK OR EUROPE

NOTE: For “In” or “Not In” statements, the system is looking for exact words. If there is a space in between listed options (i.e. “LATAM, EMEA, APAC”), the system is looking for “ EMEA” not “EMEA”.