Stop leads moving to a stage until the right information is in, such as a lender assigned or no open tasks.
Who this is for: Enterprise admins
Open the Rule Builder
Go to Workflows, find the parent workflow and click Edit.
Click the shield icon on the stage you want to protect, for example Lodged. The Rule Builder opens for that stage.
Add a rule
Click Rule.
Choose how rules combine: AND (every rule must be met) or OR (any one is enough). Tick NOT to apply the opposite of a rule.
Pick the field to check, such as Total Loan Amount, LVR, Lender Assigned, Settlement Date, Open Task or Checklist Status.
Pick the condition, such as Equal, Between, Greater Than, Contains or Is Not Null. The options depend on the field.
Enter a value, or compare against another field.
Click Rule again to add more.
Examples
Rule | Effect |
|---|---|
Open Task = 0 | All tasks must be done before the lead moves on |
Lender Assigned = True | A lender must be chosen |
Checklist Status = Complete | The checklist must be finished |
Settlement Date is Not Null | A settlement date must be entered |
Total Loan Amount Between 2,000 and 3,000 | Only loans in that range can enter the stage |
Lock, clone and delete
Click the lock at the top of the Rule Builder to stop anyone editing the workflow's rules, or lock individual rules.
Use Clone to copy a rule and Delete to remove one.
Common values
Lodgement type: Short-term, SMSF, Asset Finance, Islamic Loan, Business Finance
Transaction type: Purchase, Refinance, Top Up or Increase, Equity Release
Loan type: Investor, Owner-Occupied, Construction
Repayment type: Interest Only, Principal and Interest
Need a hand?
Email [email protected] and our team will get back to you.