Understanding Marketing Automation Rules

Rules in CRM and Timesheet helps to set up conditional functionalities for various fields.

The rules will help set up a condition for a particular field that will trigger another field based on the condition.. This execution of rules will help to automate few CRM and Timesheet processes.

Three types of rules in CRM:

1. On-Screen rules: will change the value of one field based on the value of the other field entered.
2. Workflow rules: will allow automating certain actions based on an event. This rule is useful in marketing automation.
3. Access rules: will allow restricting access to some users for performing certain actions like Read, Write, Related Data, and Delete.

Rules in Timesheet will allow checking certain conditions like:

1. Total hours entered in timesheet
2. Total hours worked in a day.
3. Checking if any columns are left empty
4. Restricting negative time entry for a timesheet

For more information, check:

• Rules in CRM
• Rules in Timesheet

Setting up rules will improve your work efficiency and save the users from a lot of manual tasks.

With rules, your system will take care of automated things and let your employees focus on other important tasks.