To build a User/Team Filter do the following:
- Go to Settings > Administration > App Setup > Lead Distribution > User/Team Filters tab
- Click the Create New User Filter or Create New Team Filter buttonFilter button
- Give the User/Team Filter a name and select and/or logic. The "Use OR operator between Filters" will not distribute leads to Users who meet any of the enabled criteria. The "Use AND operator between Filters will not distribute leads to Users who meet all of the enabled criteria.
User/Team Filters can be individually turned on/off. When a User/Team Filter is turned off it will not be included/ignored when distributing leads. This option allows organizations to build various User/Team Filters and selectively enable/disable them based on business needs. To turn a User/Team Filter on/off do the following:
- Go to Settings > Administration > App Setup > Lead Distribution
- Click the User/Team Filters tab
- Turn each User/Team Filter on/off as needed