Is there a way to add a lead to a folder in a business process? I have the lead ID and if it meets the criteria then add it to an existing folder.
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2 comments
21:47 May 28, 2021
Hi John
You can set up a dynamic folder with your criteria, and the updated leads will be shown automatically in the folder.
Hope this helps.
Mohamed
22:26 May 28, 2021
Thanks for the reply.. I think I will have to flag the record..
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