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Editing distribution rule sets

Edit a rule set to change its name.

You must deactivate a rule set before you can edit it.

To edit a rule set:

  1. Navigate to the Customize workspace.
  2. In the Lead Management tab, click the Distribution subtab.
  3. In the Rule Sets list, click the  Action button for the rule set you want to edit and select Edit.
    The Edit Rule Set dialog opens.
  4. Edit the desired fields and click Save.
    The Edit Rule Set dialog closes.

The rule set changes are saved.