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We often get requirement from client to automate distribution of leads by defining the filter criteria for each Assignment rule. As part of this requirement we might need to define filter condition for leads to pick records for distribution. It would be nice to have existing Advanced find window to be available on form and JavaScript API to get fetchxml that can be used for leads filter. Also on load show selected filter in form so that user can delete/add filters.
Category: Lead Management
STATUS DETAILS
Needs Votes