Rule Setup

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…