Hi Team,After identifying Winner lead record, I need to merge duplicate record based on below criteria:Merge all asociated task record from duplicate lead record having record type on task as 'A' and 'B' and task status would be 'Not Started'If we ge...
Hi Team,I am writing winner rule to identifying primary LEAD record as below:Prospect Type = 'ABC'. Keep this as primary record.and If I get multiple records with same criteria then keep the latest created date record as primary.Could someone please ...
Hi Team,I am working on one requirement where I need to block duplicate leads te be created based on below 2 criteria:1. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch2. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch + Z...
Hi Team, I have one more criteria to identify primary (winner) record as follow:Lead with highest task count Those task should be of below record types:Task record type ATask record type B Could you please help me to configure this? Thanks,Swapnil
Hi @Pugs_Validity,Are you refering Point value as Score here? which is by default shown as 99. If my understanding is correct you are saying to set it as 99 for record type ='ABC' and for most recently created record as 98.Please confirm if my unders...
