Required Permission: Manage Store
Business Rules allow you to automate assignments, follow-up tasks, and notifications based on activity in your CRM. They help ensure the right actions happen at the right time—without relying on manual steps.
With Business Rules, you can:
Automatically assign users to new leads or deals
Create follow-up tasks based on deal activity or status changes
Send mobile push notifications, emails, or alerts
Trigger actions when key events occur in the sales or service lifecycle
Accessing Business Rules
To access Business Rules for your store:
Click your User Account button
Select Store Settings
Choose Business Rules from the left-hand menu
Learn More About Business Rules
Use the articles below to better understand how Business Rules work and how to build them effectively:
Learn how to build and configure rules step by step.
Understand the different actions a Business Rule can perform, such as assignments, alerts, and tasks.
Learn when rules run and what triggers them based on deal type, status, or activity.
Need Assistance?
For assistance, reach out to your Customer Success Team using the Support Icon in the bottom-right corner of DriveCentric!