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Topics#Data ManagementMatthew Carpenter の質問
Matthew Carpenter (Sarma) が「#Data Management」で質問
2013年8月9日 21:18

Lead Quality Measurement?

The leads walk through on this video shows a lead quality measurement tool. We are not sure how to implement this but want to. Did I miss this set up or link? Thanks! http://www.youtube.com/watch?feature=player_embedded&v=O7jSsqHSTkk
3 件の回答
  1. Sunil Khanna (Dhruvsoft Services Private Limited)
    2013年8月10日 5:27
    Hi Mathew

     

    I have seen what you are referring to. This lead scoring can be done through some simple formula fields. You can score the leads on the basis of some qualification fields and assign score to each of this field. then in another formula field you can graphically show the score with the help of some images (or just a number or percentage).

     

    You can also look at examples of scoring formulas on this page

     

    http://na14.salesforce.com/help/doc/en/useful_advanced_formulas.htm#.LeadManagementTitle
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