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Adding Actions for Dealer Business Rules

After adding the criteria for the business rule, you select the action that will be performed if the criteria is satisfied.

You can also add multiple actions. For example, if you want to send a letter to all of your customers whose hobby is sailing, and you also want a sales representative to contact these customers, you add two actions: sending a letter and adding an activity for the sales representative.

This task is a step in Process of Creating Business Rule Templates for Dealers.

To add actions for a business rule

  1. Navigate to the Administration - Business Rules screen.
  2. Click Business Rule Templates.
  3. Click the template name of the business rule template you want to add an action for, and click the Actions view tab.
  4. Add one or more new records to the Action list and complete the necessary fields, as described in the following table.


    Select the action.


    Displays the description that was entered for the Action Type.

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