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Adding Priorities to a Distribution

Creating distribution rules

Genius avatar
Written by Genius
Updated over 2 weeks ago

Required Permissions: Manage Store

Priorities (also called rules) tell DriveCentric how, when, and where leads are assigned within a distribution.

Priorities run in numerical order, from top to bottom. If a lead does not meet the criteria of any priority in the distribution tied to the Assign User Business Rule, the lead will be placed into Global Up for Grabs.

  • Users with Grab It permission (Store Settings → User Management)

  • Users with Store Data access

will be able to see and claim these leads from the sidebar.


Adding a Priority (Rule)

Navigate to Store Settings → Distributions.

Select the distribution you want to update or click Add Rule to start a new distribution


Configure the Priority Rule

Details Tab

Complete the following fields as needed:

Source (Optional)

Limits the rule to specific source descriptions

  • Enter the value with a % before and after the text (example: %Autotrader%)

  • The rule will apply to any deal where the source description contains the exact characters between the % symbols

Stock Number Pattern (Optional)

Applies the rule based on characters found in the vehicle’s stock number

  • Must also be entered with % before and after the value

Distribution Type (Required)

Select how leads should be distributed

  • There are 8 available distribution types

  • Click HERE to learn more about the different distribution types

New / Used (Optional)

Applies the rule based on whether the interested vehicle is new or used

Make (Optional)

Restricts the rule to a single vehicle make.

  • The system looks for an interested vehicle that matches the selected make

Schedule Tab

  1. Select the days and times the rule should apply.

    • If the rule should run all day, check Full Day.

  2. Click Create Rule.

Assign Users to the Priority

  1. Open the newly created Priority rule.

  2. Select the users to associate with the rule.

    • Users are listed alphabetically by first name.

    • Leads are assigned based on the order users are added.

  3. Click Update Rule to save.


Setting Priority Order

For those distributions with more than one priority, priorities are evaluated from top to bottom.

To change the order:

  • Click and drag a priority to the desired position in the list.

  • For example, dragging Priority 2 above Priority 1 will cause Priority 2 to run first.

Need Assistance?

For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!

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