VS CRM
How-to

Delete Rule

  1. 1

    Navigate to the relevant rule section in your CRM (such as Mail/Message Send Rules or Lead Automation Rules).

  2. 2

    Click on the Delete Assignment Rule button.

  3. 3

    A confirmation message will appear: "Are you sure to delete it?"

  4. 4

    If you’re not sure, click No, Cancel It!

  5. 5

    If you’re sure, click Yes, Delete It!

  6. 6

    Your rule will be successfully deleted.

💡 Pro Tip: Double Check Before Deleting

Once a rule is deleted, it cannot be recovered. Make sure you no longer need it before confirming the deletion.