How to activate Rules in the SalesWings Toolbox

Follow this guide to activate rules in the SalesWings Toolbox

Pauline from SalesWings avatar
Written by Pauline from SalesWings
Updated over a week ago

Important: Any user with a Toolbox Licence can define the rules, and the rule set, but the one who finally "activates" the rule set to execute the rule calculation and processing, must be a System Administrator.

1) Open the folder of your choice. Then, activate the rules associated to the Rule Set of your choice

2) Activate the Rule Set

3) Switch all rule processing On

Still need help? Book a call with your dedicated Customer Success Manager or reach out to us via the live chat!

Did this answer your question?