Moving an Object

In this section, the steps to move an object are explained. The example here shows you how to move an account list. You can follow the same procedure to move objects like CRM Account Filters, CRM Lead Filters, Lead Routing Territories, and Lead Routers.

1. Click Account List.

2. Right-click on the account list that you want to move and click Move.

A confirmation dialog to move the account list will be displayed.

3. Select the folder to which you want to move the account list and click Move.

The account list will be moved to the selected folder.

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