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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Routing of leads on status change

edited Nov 22, 2019 10:33AM in CRM

Do the rules for SFA only run once on creation of the record or do they run each time the record is modified.

I want to assign all new leads initially to an inside sales territory and then if they qualify the lead (change the status to "Qualified") the rules will reassign to the appropriate territory rep.

Thanks.
-Steve

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