NexJ Logo

Editing distribution rules

Edit a rule to modify its details. You can change the rule's name, add conditions, and specify the advisors assigned to each rule.

To edit a distribution rule:

  1. Navigate to the Customize workspace.
  2. In the Lead Management tab, click the Distribution subtab.
  3. In the Rule Sets list, select the distribution rule set that you want to edit. Details of the rule set, including a list of its rules, display in the Rules zone.
  4. Expand the rule that you want to edit and click Edit.
    The Edit Rule dialog opens.
  5. Make changes to the rule and click OK.
    The Edit Rule dialog closes.

Your distribution rule changes are saved.