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Activities | Assigning Auto Collection Rules

There are two steps to auto collection rules: the first is creating the rule from setup, the second is assigning it to the configuration.  Step 1 HERE.

To assign auto collection rules to specific activities,

  1.  Go to SETUP and click on Activities
  2.  Click on a specific activity and then on the "Pricing" tab
  3.  Select the applicable rule from the auto collection dropdown
  4.  Save your work when finished

Note: before assigning an auto collection rule, you must first configure one. Refer to this article to do so.

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