Creating a rule

Follow these procedures to create, edit, or delete an optimization rule.

Procedure

  1. Click Add beside the rule type that you want to create from the Rules tab of your Contact Optimization session.

    The rule type page displays.

  2. Complete the fields.

    See the rule description for details on the fields for each rule.

  3. Click Save.

Results

The rule is added to the list of rules of that type on the Rules tab.

To edit a rule, click the rule that you want to edit from the Rules tab of your Contact Optimization session.

To delete a rule, click the Delete icon beside the rule that you would like to delete from the Rules tab of your Contact Optimization session. The rule is permanently removed from the list of rules and is no longer included in the Contact Optimization session. Deleting a rule has no effect on other rules within the session or on any rule in any other Contact Optimization session. There is no way to restore a rule after you delete it from a Contact Optimization session.