Rulesets enable you to automate your manual task and further increase lead engagement. You can create ruleset from the Settings section either by adding new ruleset or by creating clone of existing ruleset by following these steps.

Add new ruleset

• Go to Settings > Rulesets
• Click the Add Ruleset button in the top right corner
• In the screen that appears, select applicable values for each field 
• Click on Save

Create clone of existing ruleset

• Go to Settings > Rulesets
• Hover on existing ruleset and click on Clone icon > Ruleset will get copied!
• Click on the copied ruleset and change the rule that needs amendment
• Click on Save

Once you are done creating a rule set you can follow below mentioned steps in order to edit, delete or manage them

Edit ruleset

• Go to Settings > Rulesets
• Hover on existing ruleset and click on any ruleset 
• In the screen that appears, change the rule that needs amendment
• Click on Save

Delete ruleset

• Go to Settings > Rulesets
• Hover on existing ruleset and click on Delete icon 
• Click Yes to confirm that you want to delete the ruleset

Please note: You can not delete default ruleset. You will have to change your default ruleset to another ruleset in case you want to delete it.

Set default ruleset

• Go to Settings > Rulesets
• Hover on existing ruleset and click on 3 vertical dots
• Click on Set as default

To know more about -

1. Settings that can be controlled via ruleset, you can visit Workflow + Ruleset
2. Managing rulesets, you can visit Edit, delete and manage workflow rulesets