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Re: Lead Distribution Rule not working

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Hi Sascha,

 

 

There is a customization setting which you need to maintain under

 

CRM-Basic Functions-Worklist-Define Category Groups and Categories

 

 

In this customization click on transactions and define categories.

 

 

Maintain your lead transaction type and the requested partner function categories.

 

 

Our requirement later changed for the lead distribution and since it was a complex one we decided to go for workflows rather than use the rule policy.

 

 

Kind Regards

Atul


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