Editing CRM Account Filter

You can edit Account Lists, CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers. The steps to edit an account list are explained in this article. You can follow the same procedure to edit CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers.

1. Click CRM Account Filter.

2. To edit the CRM account filter, right-click on the new CRM account filter created and then click Edit.

The page to edit the CRM account filter will be opened in draft mode.

3. Edit the values of the required fields.

If you want to save the changes that you have made, the CRM account filter should be approved. To approve the CRM account filter refer to the Approving CRM Account Filter section. Once the CRM account filter is approved the edited changes will be saved.

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