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How could we add another attributes in the Lead Selection area to assign Leads records from thes Man

in Sales 1 comment

The customer have scheduled a pair of Lead Assignment processes in Sales cloud from ‘Manage Lead Processing Activities’ task. These processes were scheduled every hour all days, so a lot of Leads are updated every hour.

Today, the available attributes that appear in the Lead selection area to filter the Leads are (Please view Image 1):

  • Age in days.
  • Creation date.
  • Import Activity Identifier.
  • Rank.
  • Assignment status.
  • Source.
  • Source code.
  • Deal Size between.
  • Accepted.
  • Reassign.

But, due a sales Business flow of the customer we need to use another leads attributes like:

Last_update_Date, Last_Update_By, Business Unit or Lead Territory.

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