Top Three Rule Suggestions

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• Top Three Rule Suggestions

  The top three rule suggestions will appear based on the visitors in your website. For example, if major number of visitor is from United States, then the top three suggestions will suggest United States as the first option in the countries list to ...

• Top Users Report

  The Top Users report, displays the top three users for the given time period, displaying their profile photo, name, e-mail and the amount of online and offline visitors they attended. You can also see the user’s aggregate rating from visitors. From ...

• Auto Response Rule

  To create auto response rules for web forms Click Setup > Website Integration > Auto Response Rules. In the Auto Response Rules page, select the module from the drop-down list. Click Create Rule.  You will be able to create the auto response rule for ...

• Setting up Lead Assignment rule

  Assignment rules help you automatically assign the records to users in Client Management System. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured ...

• How to edit the existing Rule?

  A default set of rules will be available in the Lead Scoring section. To edit the following rule, click on the top of the rule.   The Create your Scoring Rules window will then appear. Now modify the rule and click on the Apply button to save ...