The Add/Edit Rule Form

The Add/Edit Rule form allows you to create rules that automatically apply plans to incoming leads, and applies different types of plans to different types of leads. From this screen you can create a new rule or edit an existing rule, depending on how you entered the screen.

Topics related to this screen
Fields available on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Plans	From the Auto Apply Rules for Leads screen, click the Add Rule action link to open the Add Rule form. From the Auto Apply Rules for Leads screen, click the Name of an existing rule to open the Edit Rule form.

TOPICS RELATED TO THIS SCREEN
FEATURE	ACTIVITY
Calendar	Working with Plans About Auto Apply Plan Rules Setting Up Auto Apply Plan Rules Viewing, Editing and Deleting Auto Apply Plan Rules

FIELDS AVAILABLE ON THIS SCREEN
FIELDSET	Fields	COMMENTS
Rule Details/	Name	This field is only editable in the Add Rule form. Once a rule has been added, its name cannot be edited from the Edit Rule form.
Lead Details	Lead Type	The Lead Type you select will affect the types of Plans available for assigning.
	Source	The Source is the primary method of identifying incoming leads. Lead providers that you define in the Lead Setup tab will automatically be available from this field .
	Sub Source	The Sub Source field can be used to add an extra dimension to leads generated from your Web Lead Forms. The Sub Source field gives you the freedom to group all of your Web Leads under a single Source and create a single rule to handle them, while reserving the ability to specify special rules for leads with particular sub sources. If all Sub Sources are selected, the rule is applied based on the Source/Other Source values (i.e. it does not matter if an incoming lead contains a Sub Source value). If only "No Sub Source" is selected in this drop-down list, the rule is only applied if the incoming lead does not contain a Sub Source value.
	Other Source	The Other Source field provides an additional level for identifying incoming leads. You can add values for this drop-down list on the Lead Info tab. If all Other Sources are selected, the rule is applied based on the Source/Sub Source values (i.e. it does not matter if an incoming lead contains an Other Source value). If only "No Other Source" is selected in this drop-down list, the rule is only applied if the incoming lead does not contain an Other Source value.
Action Plans to Apply		A listing of available action plans that are appropriate for the Lead Type you specified earlier.