Rerun rules

Rerunning rules on accounts in a GTM plan (team or territory) evaluates the record’s current data against all of the rules in the hierarchy, from top to bottom. Use this to allocate the a record to a node, such as when you change the rules, the record data has changed, or you want to clear a manually moved placement and assign it to its rules-driven node. In these cases, rerunning rules must happen in order for the records to move to the appropriate node.  

You can rerun rules at various levels of the hierarchy:

• At the top-level, such as All Companies or All Teams

• At a given level of the hierarchy

• On on or more individual records

Use the hierarchy menu to rerun rules

Using the hierarchy menu will rerun rules for all eligible records in the selected level hierarchy.

1. Select the hierarchy node for which rerunning rules is required.

   Note

   This step is important to select the scope of records that the rerun rules will execute on.  Whichever node is highlighted when the menu is accessed is where the rerun will take place.

2. Click the menu ⋮ .

3. In the Rerun Rules Confirmation window, select one of the following options:

   • Named Account: only excludes Named Accounts from the rerun rules.

   • Named Exception: only excludes Named Accounts from the rerun rules.

   • Both: excludes both Named Accounts and Named Exceptions from the rerun rules.

Note

The option to Rerun Rules is not available in the menu ⋮ for nodes you created individually.

Use the grid actions menu to rerun rules

To selectively rerun rules on one or more records, use the Actions menu in the data table.

1. In the data table, select the checkbox for each record you want to rerun rules on.

2. Click Actions from the table toolbar.

3. Select Rerun Rules.

4. In the Rerun Rules Confirmation window, select one of the following options:

   • Named Account: only excludes Named Accounts from the rerun rules.

   • Named Exception: only excludes Named Accounts from the rerun rules.

   • Both: excludes both Named Accounts and Named Exceptions from the rerun rules.

Automatic Re-running of Rules

During onboarding, your implementation team will assist in setting up an automatic rerun schedule for the GTM hierarchy. For instance, if it's necessary to run the account hierarchy rules whenever new data is updated in the system, an automatic rerun schedule can be established to streamline this process.

For more information, refer to: Auto Rerun Rules