Evaluation Rules

Rules Have Moved to Per-ICP Configuration

The standalone Rules page (Settings > Rules) is a legacy surface. Rules configured there apply globally across all ICPs and all leads in your workspace.

The current approach is to configure rules per ICP inside the ICP builder. Per-ICP rules give you two distinct controls that the global page does not:

  • Eligibility filters — decide which accounts are assigned to this ICP. An account that fails an eligibility filter is never scored under that ICP.
  • Scoring filters — decide which leads within an already-assigned account are included when scoring runs. Leads that fail a scoring filter are excluded from evaluation for that ICP.

This separation matters when you have multiple ICPs targeting different account segments or different lead populations within the same account.

Where to Configure Per-ICP Rules

  1. Go to Settings > ICPs
  2. Open the ICP you want to configure (or create a new one)
  3. The Eligibility step controls which accounts enter this ICP
  4. The Scoring filters step (the qualification step) controls which leads are scored within it

For a detailed walkthrough of both steps, see:

Legacy Global Rules

The Integration Rules page remains accessible and any rules you have configured there are still evaluated. If you have existing global rules and have not yet migrated to per-ICP rules, they continue to filter leads before scoring runs.

To migrate: review each global rule, decide whether it belongs on eligibility (account entry) or scoring (lead inclusion), and re-create it under the appropriate step on each ICP. Once your per-ICP rules cover the same logic, you can clear the global rules from the Rules page.

Global rules apply before any ICP-level filters. If a lead fails a global rule, it is excluded from scoring across all ICPs, regardless of per-ICP configuration.

Next Steps