Rule

In CRM, a Rule is a configured logic statement that defines a condition and a corresponding action — automatically enforcing a policy or triggering a process when defined criteria are met. Rules translate business requirements into system behavior: a validation rule prevents a record from saving if required fields are empty; an assignment rule routes an incoming lead to the correct territory representative; a sharing rule grants visibility to a record based on field values rather than ownership. The quality of a CRM's rule engine — the complexity of conditions it supports, the actions it can trigger, and its performance under high-volume execution — directly determines how well the platform can operationalize the company's business logic without requiring custom development for every process requirement.