Channel Rules Default Inboxes & Groups

Your Channel Rules Engine leverages powerful technology to automate and organize your Request and Lead workflows.

Create rules to progress Requests and Leads from inbound to qualified or even automatically disqualify them. Set up your Default Inboxes for your rules to ensure that each lead or request doesn't go unnoticed. You can also easily create groups of two or more team members to use for assignments, receiving notifications, and more, to further streamline your review processes. 

Learn how to create and manage Channel Rules here

In this article, you'll learn how to manage your Channel Rules Groups and Default Inboxes.

Note: This feature is available to all Suppliers

Contents

Set Default Inboxes

Create and Manage Groups

 

Set Default Inboxes

Set up default inboxes to ensure that unassigned Requests and Leads don’t go unnoticed. Follow these steps: 

  1. Navigate to Settings found in your Account Manager 
  2. Click Channel Rules from the drop-down menu
  3. Click Settings in the top right corner of the Channel Rules page
  4. Click Set Default Inbox
  5. Set a default inbox for unassigned Orders, RFQs, Sample Requests, Document Requests, and Leads
  6. Click the pencil icon to add up to 10 recipient emails for each
  7. Click Save

Channel Rules Groups & Default Inboxes 2.gif

 

Create and Manage Groups

Easily create groups of two or more team members to use for assignments, receiving notifications, and more. Groups give you the ability to notify more than one user for the notifications sent by the Channel Rules you set up. Follow these steps:

  1. Navigate to Settings found in your Account Manager 
  2. Click Channel Rules from the drop-down menu
  3. Click Settings in the top right corner of the Channel Rules page
  4. Click Create Group
  5. Enter a Group Name
  6. Add two or more Group Members
  7. Click Create Group
  8. To edit your groups click Settings in the top right corner of the Channel Rules page and click Manage Groups to edit each created group

Channel Rules Groups & Default Inboxes 1.gif

 

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