VS CRM
How-to

Edit 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 Edit Assignment Rule button.

  3. 3

    A form will open on your screen.

  4. 4

    Update the fields according to your requirements for what you want to edit.

  5. 5

    Once all updates are complete, click on the Update button.

  6. 6

    Your rule will be edited successfully.

💡 Pro Tip: Be Careful When Editing

Double-check all changes before submitting to ensure that the rule performs as expected after the update.