Adding Sub Categories to Business Rules
under review
B
Becky Treanor
We need to be able to add sub categories to the available categories in business rules (like Lease Ending under Sold Deals, for example). The fact that we can't set up a rule as simple as notifying our sales staff when a customers finance term is coming due is extremely frustrating! And with a very large customer base and sales staff, the mining workaround is very time consuming.
Shawn Goebel
under review
Shawn Goebel
Becky Treanor Thank you for the feature request! Can you expand on this? Are you wanting Sub Categories on Open Deals? You can do this by making a specific source a Trigger and you can create tasks for ONLY that Source Description. What other sub categories are there you'd like to see? You can also have specific tasks for customers based on where they are in the Pipeline (Engaged, Visit, Proposal, etc) if you would like. Is that what you're looking for? Thank you!
Shelby Parker
Hello Becky Treanor! I have a few more questions for you:
- What specific sub-categories would be most beneficial for your business rules?
- How frequently do you anticipate needing to update or change these sub-categories?
- Can you provide examples of other business rules where sub-categories would improve efficiency?
B
Becky Treanor
*Lease Ending is an example of a subcategory that is already available.