Product Description
Profile Scoring for vTiger® When a company working with many leads and some of the leads or prospects don’t seem to be highly weighted, it means that in order to group leads or prospects based on score, giving them more importance than profile scoring will be very useful.
A profile scoring extension was developed by the CRMTiger team to help the sales team focus on high-scoring leads/prospect.
CRMTiger offers profile scoring on the following modules of vTiger:
- Leads
- Contact
- Opportunity
- Organization
Profile scoring for organizations is a systematic way to capture the attractiveness of a (potential) customer. These attributes may be the business size (revenue, number of employees), location, vertical, brand value, etc. Each attribute may have different levels of importance. So, it is logical to assign weights based on their importance.
Profile Score view on record
Profile scoring module used to display score on record as a highlighted Star for user to easily identify rating.
Score Calculated
Assign the score for each value that attribute can take (you can customize attributes and values by adding, deleting and modifying defaults).
Note! There is no limit on the score, but you cannot assign a negative value
- Set up the Profile Rating with the minimum score for each star rating.
- Once satisfied with the configuration, click Save.
Reviews
There are no reviews yet.