Review this screenshot. What could be wrong about this sync rule?

  • The operator should not state “equals.” It should instead state “contains.”
  • The rule logic is wrong — a contact can never be a lead and a customer at the same time. These should be split up into two separate sync rules.
  • Instead of “AND” an “OR” operator should have been selected.

The correct answer is:

  • The rule logic is wrong — a contact can never be a lead and a customer at the same time. These should be split up into two separate sync rules.

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