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:
- 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 edit. Details of the rule set, including a list of its rules, display in the Rules zone.
- Expand the rule that you want to edit and click Edit.
The Edit Rule dialog opens.
- Make changes to the rule and click OK.
The Edit Rule dialog closes.
Your distribution rule changes are saved.