Add the ability to include or exclude Source Types in Business Rules | Voters

Add the ability to include or exclude Source Types in Business Rules

complete

Kevin Mand

With Pipeline features this request would change two things.

Filter Campaigns by source "description", not just the source name. I.E. Carfax sends car leads and sends trade inquiries. The only way you'd know is if you filter down to source description. Second example, BMW FS leads all come in as "BMW" but they could be initiated or non customer initiated leads. We do not want AI / ILM follow up for non customer initiated leads.
Option to exclude sources on the whole pipeline so you didn't have to go into each rule and add the filter for the source.

Shawn Goebel

marked this post as

complete

Shawn Goebel

Kevin Mand This has been released! I would get with your Admin team to get these include and exclude filters added to your stores business rules! Thank you and have a great day!

Shawn Goebel

marked this post as

gathering votes

Shawn Goebel

Kevin Mand Thank you for the feature request! I am going to move this one to Gathering Feedback to see what others think about this enhancement! Thank you again!