How to Delete a Rule
To Delete a Rule
Delete a rule to permanently remove it from your system. This cannot be undone.
-
Go to the Customize workspace
-
Go to the Rules tab
-
Clic Manage Rules
-
Click the Dropdown Arrow next to the rule you want to delete.
-
Select delete from the dropdown.
Related Articles
How to Deactivate a Rule
Deactivating a rule turns it off until you reactivate it. You can use this to temporarily disable a rule without having to delete it. Go to the Customize workspace. Go to the Rules tab. Click Deactivate next to the rule you want to deactivate. Click ...How to Create or Customize a Rule
A Rule is an automatic process that says “When X thing happens in G5, Y action will automatically be performed.” These instructions will show you how to make a rule that says “When a Product Opportunity is marked complete, automatically start the Red ...How to Make a Rule that Fills in Blank Dear Fields When a Contact is Created
When you create a contact, this rule will add the first name to the dear field if you leave it blank. If you fill in the dear field yourself, this rule won’t activate. Go to the Customize workspace. Go to the Rules tab. Click Manage Rules to open the ...How to Make a Rule that Sends Notifications When a Delegated Task is Completed
When you delegate tasks to another person, most likely you want to be notified when they are done. This rule creates that notification. Go to the Customize workspace. Go to the Rules tab. Click Manage Rules to open the Rule Editor Interface. Create ...How to Make a Rule That Matches Closed Opportunity Outcomes and Stages
This rule will make it so that when you set a Product Opportunity’s Outcome to Won, it will update the stage to Closed – Won, automatically. It will also do the reverse when you set the stage to Closed – Won. Note #1: This rule applies to Product ...