How to Edit Rules
Access Your Rules: Go to your Rules and Alerts page.
Select a Rule to Edit: Click the pencil icon next to the rule you wish to edit.
Key Customization Options
Edit Stage: Toggle between Mav mapped stages and FUB stages.
Maverick Design Defined Stages: These stages are set up in Preferences.
Follow Up Boss Stages: Directly pulled from your CRM.
Edit Rule Titles: Make it easy to identify rules on your Nurture Page.
Change Agent Action Items: Choose between requiring a text, a call, or both.
Set Agent Action Time: Establish how often agents should follow up. Options vary by team preferences (e.g., 7 days, 14 days, etc).
Finalizing Your Changes
Publish the Rule: Click 'Publish' to save your changes. The rule will immediately update under the Nurture Rules section.
Your Feedback is Crucial!
We're excited to hear what you think. Your input will help shape future updates. If you run into any issues, your Client Success Manager is ready to assist or you can reach out to us at support@maverickre.com.