Question Re: Create advanced filter for Responsible Employee in Lead in CRM and CX Q&A

Create advanced filter for Responsible Employee in Lead

julianr043 — Sat, 03 Feb 2024 17:41:19 GMT

Hi Experts,

I want to do a report with a field in the selection criteria but the standard datasource (Lead) does not have it.

I need this

I tried creating a custom data source but I am unabled to filter in the same way. How can I add or create it in the custom data source?.

Thanks for your replies.

Re: Create advanced filter for Responsible Employee in Lead

former_member226 — Sat, 16 Nov 2019 15:10:29 GMT

Hi,

Did you check "Sales Lead" data source. Here you should be able ot find a field "Employee Responsible - Marketing" which will hold the reuqwested value i.e. "ResponsibleEmployeeParty" as shown in snapsbot from you.

Thanks

Saurabh