You need to sign in to do that
Don't have an account?
Cassandra Wit
Lead Ownership Change Validation Rule
Happy Holidays - how do I created a validation rule where users with a specific profile can only change leads that are in a queue or that belong to them but do not belong to any other user. The below blocks them from changing leads from other sales people but still allows management to change owners but it also blocks them from hanging leads owned by a queue. how do I correct?
AND(
ISCHANGED( OwnerId ),
PRIORVALUE(OwnerId) <> $User.Id,
$Profile.Name <> "Sales & Service Managers",
$Profile.Name <> "System Administrator",
$Profile.Name <> "Marketing Pardot User",
$Profile.Name <> "JumpCrew Marketing User"
)
Thank you!
AND(
ISCHANGED( OwnerId ),
PRIORVALUE(OwnerId) <> $User.Id,
$Profile.Name <> "Sales & Service Managers",
$Profile.Name <> "System Administrator",
$Profile.Name <> "Marketing Pardot User",
$Profile.Name <> "JumpCrew Marketing User"
)
Thank you!
The below formula should rectify the blockage for hanging leads in the queue.
Kindly test and let me know how it goes.
All Answers
The below formula should rectify the blockage for hanging leads in the queue.
Kindly test and let me know how it goes.
Can you elaborate the scenarios for which the rule is NOT working ?