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- NexJ CRM application administration
- Configuring leads
- Setting lead distribution and scoring rules
- Configuring lead distribution rules
- Adding conditions to distribution rules
Adding conditions to distribution rules
You can add conditions to a distribution rule when you edit it.
To add a condition to a distribution rule:
- Navigate to the Customize workspace.
- In the Lead Management tab, click the Distribution subtab.
- In the Rule Sets list, select the distribution rule set that you want to add a condition to. Details of the rule set, including a list of its rules, appear in the Rules list.
- Expand the rule that you want to add a condition to and click Edit.
The Edit Rule dialog opens. - In the Rule Criteria list, click Add button to add a new condition to the rule.
A new row appears in the Rule Criteria list. - In the row, specify the details of the condition:
- Field
The field that is being queried. - Not
When selected, changes the filter condition to its negative meaning. - Condition
Specifies the condition you want to base your filter on. Available options include=
,<
,<=
,>
,>=
,contains
, andunspecified
. - Value
Specifies the value which you want the condition to satisfy for the field. - And, Or
Controls how multiple conditions interact with each other. This option is only applicable if the rule has more than one condition.
- Field
- Click OK when you have finished adding all your conditions.
- Click Set Owner.
The Edit Action dialog opens. - In the Assign To field, select the user who will become the owner of the leads meeting this rule's conditions and click OK.
Your distribution rule changes are saved.