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Creating Custom Lead Rules

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  • July 23, 2021 at 12:53 pm #2835
    Charles HerringCharles Herring
    Keymaster

    Lead rules can be created by administrators at Admin -> Lead Rules.

    The steps are below:

    1. Give the lead a human friendly name.
    2. Select the product (if any) that sent the lead.
    3. Assign behaviors to client, server, file and user that are indicated in the artifact.
    4. Build artifact criteria using the same syntax as artifact searches. This can be tested for matches on the Artifact page.
    5. Hit save

    Note processing can take up to 10 minutes to begin processing using the new lead rule.

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