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Configuring rules

Rules specify the criteria for when an action, such as sending a notification, is triggered. Rules can be used to automate simple tasks or to send notifications and alerts.

For example, you could create a follow-up task for an opportunity coverage team to conduct a detailed analysis after an opportunity is lost.

When you define a rule, you specify the following information:

Rule subject area
Defines the subject area to which the rule applies. A subject area is a scope which defines the focus of tasks that a user can perform in NexJ CRM. You can create rules for the following subject areas:

  • Call records
  • Contacts, companies, and households
  • Documents
  • Events, event meeting feedback, event meeting requests, and event schedule items
  • Leads and opportunities
  • Schedule items and tasks
  • Service requests

Rule properties
Defines the rule name, description, evaluation trigger, and status. The evaluation trigger indicates when the rule will be evaluated, for example, when a lead is modified.

Rule criteria
Defines the criteria that will be evaluated when the rule is triggered. Each criteria defines the field to evaluate, the condition to be evaluated, and optionally the value which is evaluated by the condition.

Rule actions
Defines actions that are performed for rules that meet rule criteria. You can select one of the following actions:

  • Create activity plan
  • Create task
  • Send notification
  • Update field

When you create a rule action, you specify whether the action is executed when the rule is triggered or at a certain date and time. Time-based actions are executed relative to a date or time associated with a subject area, for example, 14 days before the close date of an opportunity.

Adding rules
Specifying rule criteria
Rule actions