The Advanced Search ‘And’ Condition Is Displaying Incorrect Results for Leads – Opportunity Type Conditions

Consider the following example –

There are 2 opportunities (Automobile Loans) posted on a lead (Ankur Singh) –

  • Opportunity 1 – Status: Open, Owner: George
  • Opportunity 2 – Status: Won, Owner: John

LeadSquared Opportunity Management

On the Manage Leads Page, we’ll run an advanced search to find all leads with opportunities (of type Automobile Loan) where the Status is Open And the Owner is John

LeadSquared Opportunity Management

The result returns one lead – Ankur Singh.

LeadSquared Opportunity Management

This is the expected behaviour –

  1. The advanced search checks the first condition (Opportunity Type is Automobile loan and Status is Open) and finds the lead – Ankur Singh.
    AND
  2. The advanced search then checks the second condition (Opportunity Type is Automobile loan and Owner is John) and returns the lead – Ankur Singh.

Although there is no single Opportunity under the lead that meets both conditions (Status is Open and Owner is John), the lead Ankur Singh has 2 opportunities that satisfy the conditions individually.

Opportunity 1 (Status: Open, Owner: John) satisfies condition 1 (Status is Open) and Opportunity 2 (Status: Won, Owner: John) satisfies condition 2 (Owner is John). Therefore the lead Ankur Singh is returned as a result.

Note: It may be expected that lead no lead is returned here, because no single opportunity meets both conditions, however, the lead advanced search –

  1. Returns results satisfying the first condition
  2. Then returns results satisfying the second condition
  3. And finally, takes the intersection of the results of both conditions. In our example, Ankur Singh satisfies these conditions.

Alternatively, if the OR condition was used instead, many leads would be returned. All leads with opportunities with Status Open will be returned, and all leads  with opportunities owned by John will also be returned.

LeadSquared Opportunity Management

For more information on Advanced Search, see How to Use Advanced Search.

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