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9 lines
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ReStructuredText
9 lines
419 B
ReStructuredText
**To configure CRM exception rule:**
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#. Create a new exception rule.
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#. Select "Lead" in the "Apply On" field (the 'stage_ids' field will be displayed).
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#. Choose the CRM stage to which you want to apply the exception rule.
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#. Specify the exception type and define the condition, then save the rule.
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**Note:**
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If you don't specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage.
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