I am finding that the results from the CTA Preview button do not adhere to the duplicate CTA rules. The preview returns an Account that already has a CTA with the same CTA Reason and CTA Type. This makes it a but disconcerting when trying to do a quick validation of the rule criteria.
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Rules Engine On- screen Preview will not honor the de-dupe logic. Please do a test run and refer to the attachment to see the list of CTA's it would create.
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