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Leads
Clustering of Leads - Clustering of Fresh Lead provides the segregation of lead records based on certain inputs which would places the records in one of the cluster i.e. NO NUMBER, DNC,
MOBILE and LANDLINE. The User can view the Lead records and can also find on which Cluster the Lead record exists. Four Record types would be created in Lead i.e. NO NUMBER, DNC, MOBILE and LANDLINE which would be updated from Work Flow based on which cluster Lead is falling.
How to do this using Workflow? I have created 4 record type of DNC, NONUMBER,MOBILE and Landline. What next?
MOBILE and LANDLINE. The User can view the Lead records and can also find on which Cluster the Lead record exists. Four Record types would be created in Lead i.e. NO NUMBER, DNC, MOBILE and LANDLINE which would be updated from Work Flow based on which cluster Lead is falling.
How to do this using Workflow? I have created 4 record type of DNC, NONUMBER,MOBILE and Landline. What next?
You can create four different list views, enter separate filter criteria for each of these list views and make these list views available to all users.
Please mark this as BEST ANSWER, if this helps solve your problem.
Record types are IDEALLY used before any data has been entered. To limit the fields on the page, which ensures that only relevant data is entered by the user based on the record type.
You should create 'list view' on that record. In the list view filter criteria, you have to provide rules (like Mobile_Number__c EQUALS <null>)
so that by selecting that list view, you can see all existing records that don't have number.
Likwise, you can create different list views from different criteria.