Viewing, Editing and Deleting Auto Apply Plan Rules

View, edit or delete your current auto apply plan rules.

To view an auto apply plan rule:

1. Open the Auto Apply Rules for Leads screen. How?

   • From the Main Menu bar, go to Calendar > Auto Apply Plan Rules.

2. To delete a rule, click its Delete icon.

3. To view or edit a rule, click the rule's Name to load the Edit Rule form. See the "Add/Edit Rule Form" topic for information on the fields available on this screen.

4. Click the Save Auto Apply Rule button when your changes are complete.

   Note: You can have only one rule per criteria, so if the rule you just edited overlaps with another preexisting rule, you will be offered the opportunity to either automatically modify the preexisting rule (no action required on your part), or modify the new rule that you just created (return to the edit rule form).