- Within the workflow, hover your mouse over the connecting lines from the team route to your LOs.
- Click the plus sign (+) that appears.
- Under Suggested Actions, click Loan Request Type.
- You cannot choose lead volume settings unless you are adding a filter directly to an LO.
- Choose your comparison setting then input the value.
- Note: Copy and paste directly from the sample lead information when inputting the value. The value that you input is an exact match.
- Click Save to complete the filter.
