Issue: User has created a list with condition- opportunity type load modified before 05/15/2024 and Lead modified before 05/15/2024, but system showing leads in the list for which load opportunity is modified even after 05/15/2024.
RCA:
The discrepancy you’re seeing occurs because the Lead Advanced Search is limited in this scenario. In Lead grid advance search Lead and opportunity are considered as 2 different entities. Hence, while it shows leads with opportunities modified before May 15th, it also includes leads with opportunities modified after that date. Unfortunately, the system does not currently support an “Is Not” operator for the “Modified On” field, which would be necessary to filter these results accurately. However, you can obtain the correct data by using the Manage Opportunity Advanced Search. Please note that enhancing this feature is on our roadmap for future updates.
