Required Permissions: Manage Store
Priorities (rules) tell the system how, when and where to assign leads.
Priorities run in numerical order and can be reordered by dragging and dropping the priorities in the list. If the system cannot assign a user based on the priorities in the distribution attached to the assign user rule in Business Rules the system will put the lead into a Global Up for Grabs status. Users with Grab It permission in Store Settings → User Management and users with Store Data access will have visibility to global grab it leads on the sidebar.
1) To add a priority (rule) to a distribution select the distribution you want to update and click the Add Rule button in the upper right.
2) On the Details tab of the rule editor specify the following information:
a) Source: Optional field that allows you to enter a source description for which the rule will apply and assign deals. Source descriptions must be entered with a percentage sign before and after the characters the system should match. The system will match any applicable deal utilizing this priority with a source description containing the exact characters entered between the % signs. |  |
b) Stock Number Pattern: Optional field that allows you to enter a specific string of characters found within the vehicle stock number field to apply this rule. Stock number patterns must be entered with a percentage sign before and after the characters the system should match. | 
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c) Distribution Type: Required field which specified the type of distribution to use. There are 8 available distribution options. Click here for details on each. |   |
d) Select New/Used: Provides the ability to specify if the rule should be applied to deals based on the interested vehicle. | 
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e) Make: Provides the ability to specify a single vehicle make for which the rule should apply. When a selection is made the system looks for an interested vehicle with a matching vehicle make. |  |
3) Click the Schedule tab and select which days and times the rule should apply. If the rule should run all day without any specific hours, click the Full Day box.
4) Click Create Rule.
5) Open the Priority rule you just created to select which users are associated with the rule.
Users will appear on the screen alphabetically by first name. The rule will assign users based on the order they are added to the priority.
6) Click the Update Rule button once you have selected all users.
Setting Priority Order
To reorder the priorities in a distribution simply drag and drop the priorities in the order you want them to run. For example if you want to make Priority 2 in this distribution below Priority 1, click on Priority two and drag it up above Priority 1.
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