Required Permission: Manage Store
Business Rules are a set of instructions for assigning tasks, designing follow-up tasks to run based on certain actions happening in the deal, or sending mobile push notifications for a specific deal, lead, or action.
To access the business rules for a store click on your user account button and select Store Settings. From the menu on the left select Business Rules.
To help better understand how to Create Business Rules, check out this article:
To better understand what each Business Rule Task Type represents and works, check out this article:
To better understand what each Business Rule Categories represent, check out this article:
If you have any questions about the Roadmap to the Sale icon, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!
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