Business Rules are dynamic, meaning they can automatically take action when specific events happen in DriveCentric.
When building a Business Rule, you’ll choose a Task Type to define what the system should do when the rule fires.
Task Types allow you to:
Notify users (Alerts)
Assign leads (Assignments)
Send emails (Emails)
Automatically manage deal status (Extras)
Create follow-up tasks (Tasks)
Below is a breakdown of each Task Type and how it’s commonly used.
Alerts
Alerts notify users when important activity happens in the CRM.
These are typically used to keep your team informed in real time.
Common Use Cases
Notifying a salesperson when a new Internet lead is assigned
Alerting managers of key deal activity
Sending service lead notifications
Alert Types
Alert via Email
Sends an email notification to selected users.
Alert via Email (ILM)
Sends an email notification for Internet leads.
If a user replies to the email, their response is sent directly to the customer.
Push Notification
Sends a mobile push notification to selected users.
This is required if you want users to receive mobile alerts for new leads.
Send Service Lead Email
Sends an email notification when a service lead is received.
Assignments
Assignments automatically assign users to new leads based on the rule configuration.
Assignment rules apply only to new leads and do not run on duplicate submissions.
Assignment Types
Assign Based on User
Assigns users based on user type and the selected user or distribution.
Assign BDC
Assigns a user to the BDC slot, regardless of user type.
Assign Salesperson
Assigns a user to the Sales 1 slot, regardless of user type.
Assign Service BDC
Assigns a user to the Service BDC slot.
Rotate Person
Rotates a deal to another user when conditions are met.
Rotate Person rules must be created under:
Deal Activities → Rotated
Emails
Email task types allow you to automatically send or forward emails based on deal activity.
Email Options
Forward Email To
Forwards an email to selected users.
Send Auto Email
Sends an automatic email using the selected email template.
Auto Emails can be sent while a deal is in:
Open status
Dead status
Delivered status
Example:
Send an email to a customer after a deal is marked Dead by adding a filter for Dead Deal Status.
Send Email Campaign
No longer used.
Email campaigns are now sent through the Customer Mining Tool.
Send Manual Email
No longer used.
Use an Email Task or Touchpoint instead.
Extras
Extras are system-level actions that automate deal management.
Extra Options
Kill Associated Deal
Automatically marks a deal as Dead when conditions are met.
No users are required—this is a system action.
Example:
Automatically mark deals dead if they remain in the Engaged stage for more than 60 days.
Send Deal ADF
Sends the deal’s ADF/XML file to selected users.
Tasks
Tasks are used to create structured follow-up activities for your team.
Tasks appear on the Deal Activity timeline and must be completed by the user to close them out.
Task Types
Create Phone Task – Confirm Appointment
Creates a phone task to confirm an appointment.
Dead Deal Review
Creates a task for users to review a deal after it is marked dead.
Email Task
Creates an email task that requires the user to send an email to complete it.
Only created if the customer has a valid email address.
Expire Tasks
Automatically expires all outstanding tasks tied to the deal.
System action—no users required.
Generic Task
Creates a task that is completed by clicking Mark Complete on the deal.
Phone Task
Creates a phone call task.
Completion rules depend on click-to-call settings:
Enabled: User must place a call
Mixed or Disabled: User can log a call
Only created if the customer has a valid phone number.
Text Task
Creates a task requiring the user to send a text message.
Tasks will generate even if the phone number is a landline.
Touchpoint Task (see below)
Video Task
Creates a task that requires the user to send a video to complete it.
Touchpoints
Touchpoints are flexible tasks that allow multiple ways to complete a single follow-up.
When creating a Touchpoint, you choose which actions count as completion.
Available Touchpoint Methods
Phone call
Text message
Email
Video
Users only need to complete one of the selected methods to finish the Touchpoint.
Example:
A Touchpoint can be completed by:
Sending a video OR
Making a phone call OR
Sending a text
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!