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To manage your Lead Liaison Standard and Custom Fields go to:
- Settings > App Setup > Manage Fields
To change CRM to Lead Liaison Field mappings go to:
- Settings > Fields Settings > App Setup > Manage Fields > CRM Leads -OR- CRM Contacts -OR- CRM Accounts (tab)
Example Attribute
Suppose you need to filter everyone in your database from the country of France or United States. First, start typing the word "country" in the search box on the top left side. When the "Country" filter shows drag and drop it to the canvas on the right side. Once the filter is added to the canvas you can change the operator (equals, contains, starts with, etc.), add additional countries (parameters) to the filter, minimize or delete the filter.
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