Selecting Rules Setup on the Setup menu displays a sub menu of options pertaining to Rules in
Sf CRM, including Assignment Rules, Escalation Rules, Automation Rules, Duplication Rules, Notification Rules, Email Response Rules, and Priority Rules options. This functionality will be discussed in detail within the following pages of this document.
Assignment Rule
Leads Management in Soffront CRM allows you to set up rule-based follow up for leads, accounts or tickets. You can define the process of assigning leads, accounts or tickets to specify how they are assigned, to which sales person they are assigned and even select the fields that you want to specify while assigning them. Read More…
Escalation Rule
Escalation rules set the criteria for sending notifications when the status of an Object does not change for a predefined duration. Escalation Rules can only be set by the Soffront CRM administrator. Read More…
Automation Rule
Automation Rule run one or more actions defined for a specific Main objects, tables or fields. It allows you to automate an action on change of an object. Read More…
Duplicate Rules
Duplicate rule can be setup to eliminate duplicates from a main object. Read More…
Notification Rules
This option enables an email notification to be sent to you when an action occurs that meets the configured conditions. Read More…
Email Response Rules
Email response rule allows you to setup automated email message when an action occurs that meets the configured conditions. Read More…