Product Hatching Ideas

Create an "All" option for Lead Source in Assignment Rules

Create an "All" option in the lead source box. Currently the administrator must add the lead source to their existing rules when a new lead source is added. This creates an extra and easily missed step when adding a new lead source for a customer. 

  • Melody Vaccaro
  • May 12 2016
  • Moved to Prioritzation
Revenue or Retention? Other
Workaround Present Yes
Impact to Existing Customers Multiple
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