Editing CRM Lead Filter

To edit the CRM lead filter follow the steps below:

1. Click CRM Lead Filter.

2. Right-click on the new CRM lead filter created and then click Edit.

The page to edit the CRM lead 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 lead filter should be approved. To approve the CRM lead filter refer to the Approving CRM Lead Filter section. Once the CRM lead filter is approved the edited changes will be saved.

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