Business Rules are organized into categories based on deal type, deal status, deal actions, and activities. Each category determines when a rule will run and what event triggers it.
Understanding these categories helps ensure your rules fire at the right time—and only when you want them to.
Available Business Rule Categories
Business Rules can be created under the following categories:
Each category contains subcategories that define the exact trigger for the rule.
New Prospects
The New Prospects category controls rules that fire when a new deal is created, based on how the customer entered your CRM.
Primary Subcategories
Showroom
Rules run when a customer is checked into the store for the first time on a deal.
Phone
Rules run when a new deal is created with the source type Phone.
Internet
Rules run when a new deal is created with the source type Internet.
Chat
Rules run when a new deal is created through DirectChat powered by Ignitify (for example, a “Text Us” chat).
Campaign
Rules run when a new deal is created with the source type Campaign.
Internet Lead Subcategories
Internet leads automatically include two secondary subcategories:
ILM Business Hours
Rules run when an Internet lead is created during store business hours.
ILM After Hours
Rules run when an Internet lead is created outside of store business hours.
Business hours are determined by the hours set in Store Settings → General → Sales Hours .
If you create rules for both Business Hours and After Hours, DriveCentric will automatically evaluate the lead creation time and run the correct rule.
Important Notes
Rules will run on both the primary and secondary subcategory unless you use Include or Exclude Source filters.
Additional subcategories can be created through the Lead Sources menu for more granular rule segmentation.
Store hours can be updated by an Expert User by contacting the Customer Success Team via Support Chat or Email.
Dupes
The Dupes category applies to leads received electronically in ADF/XML format that are identified as possible or confirmed duplicates.
Rules in this category run when the duplicate lead is created.
Subcategories
Possible Dupe
System Auto Flagged Duplicate
System Auto Flagged Match
Pipe Stages
Pipe Stage rules run when a deal enters a specific stage of the sales pipeline.
Rules trigger immediately upon entering the selected stage.
Available Subcategories
Lead
Engaged
Visit
Proposal
Rules for Sold and Delivered stages are configured under the Sold Deals category
Deals
The Deals category contains rules related to deal creation and status changes.
Subcategories
All Deals
Rules run when a deal is created.
Sold
Dead
If a rule is created under a subcategory that also exists in Sold Deals or Dead Deals, the rule will appear in both locations—but will only run once.
Appointments
Appointment rules run based on appointment activity and timing.
Available Subcategories
Sales – Start Time
Runs at the scheduled date and time of a sales appointment.
Sales – Created
Runs when a sales appointment is created.
Sales – Show
Runs when a customer is marked as shown (checked in on the appointment date).
Sales – No Show
Runs when the system marks an appointment as a no show
(default is 60 minutes unless customized in Store Settings → Preferences)
Sales – Cancelled
Runs when a user cancels a sales appointment.
Service – Start Time
Runs at the scheduled date and time of a service appointment.
Sold Deals
Sold Deal rules run when a deal is marked sold or delivered.
Subcategories
Sold – Pending
Sold – Delivered
Sold – General
Sold – Ordered
Sold – Locate
Sold – Date the Deal Is Marked Delivered by the System
Lease Ending
Runs based on the lease end date of a delivered lease deal.
Dead Deals
Rules in the Dead Deals category run based on the dead reason selected when a deal is marked dead.
Surveys
Survey rules run when a customer submits a review through Reputation Management.
Multiple subcategories are available to support different survey outcomes.
Customer
Birthday
Birthday rules run when a customer has:
A recorded birthday, and
A delivered deal within the last four years
Service
Service rules apply to service and parts activity.
Subcategories
Closed RO
Runs when a Closed Repair Order is received from the DMS.
Service Lead – All
Service Lead – Service
Service Lead – Parts
Service Leads must be enabled by your Account Manager.
Deal Activities
Deal Activity rules run when specific actions occur on a deal.
Subcategories
Deal Was Grabbed
Runs when a user claims a deal that was put up for grabs.
Rotated
Runs when the system rotates a deal to another user due to inactivity.
Rotation only works when the deal was originally assigned via Round Robin.
Additional behaviors:
Rotated deals are not put back up for grabs to the removed user
The removed user is clocked out of Round Robin assignment
Up For Grabs (Targeted Users)
Runs when a deal is placed up for grabs through a Business Rule.
Engaged by Caddy
Runs when a deal is engaged by the Genius (formerly Caddy).
Deal Was Grabbed by Mobile
Runs when a deal is grabbed through the DriveCentric mobile app.
User Woke Deal from Snooze
Runs when a user manually wakes a deal up from Snooze.
System Woke Deal from Snooze
Runs when the system wakes a deal up from Snooze based on the original end date selected by the user when the deal was snoozed.
Deal Checked Out
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!