Hello Prajjwal,
Unfortunately this is not a function of Prioritization Helper, or something that could be solved with any of our other managed package offerings.
However there is likely Salesforce Configuration that could make this possible, if you would be interested we could set this up for you with a formal engagement with our Development Services team.
警告Prioritization Helper はアーカイブされました。再有効化するにはグループ所有者 Sam Amir にお問い合わせください。
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お気に入り
Lead scoring is great for your sales teams to know how to follow up with first, or spend more time on. Here are instructions on how to easily set up your own scoring system with Prioritization Helper. https://www.passagetechnology.com/prioritization-helper-use-cases/lead-priority
お気に入り
Check out the Prioritization Helper Training & Support page for resource links including the Admin Guide, FAQs, and the Use Case Library!