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The Lead Filter contains an additional "Record Type" criteria. Use this criteria to match the number of leads calculated based on Record Type. By default, Everyone is selected. When choosing a value such as "SFDC Lead" it selects all Lead Liaison Prospects (with the Lead Status selected) who are also linked to a Salesforce.com record, in this case a Lead record. |
Opportunity Filter
Opportunity Filters will not distribute leads to users that meet the defined opportunity criteria. For example, to not distribute leads to users that have 10 or more open opportunities select "greater than or equals" from the drop down and enter 10 in the field. Lead Liaison can also apply Opportunity Stage to the opportunity criteria. To use Opportunity Stage criteria click the gear and select the Opportunity Stage from the drop down. In the use case above, select "is" from the drop down and "Open" in the drop down field at the end.
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