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Topics#Data ManagementKiely Shimabukuro's Question
Kiely Shimabukuro (Dell Technologies) asked in #Data Management
Jan 28, 2013, 5:55 PM

Formula for lead scoring...

Okay, I need a formula for my lead scoring. I have a custom field called Lead_Score__c and based on that number I want the text to read different tiers: "Tier 1", "Tier 2", and so forth. Here are the score points to tier that I need.

 

26-30 Tier1

 

21-25 Tier2

 

16-20 Tier3

 

15 and below Tier4

 

Also if someone would be awesome and put in there that if the type of account is anything but a prospect to show the value as null that would be awesome. (It's a long story but in short my higher ups don't want to use leads, they want everything as accounts and any lead to show as a prospect account.) Any help out there?
4 answers
  1. Aaron DeRan (Deloitte)
    Jan 28, 2013, 6:03 PM
    Just FYI, this question has been asked dozens of times. A quick search  for "Lead Scoring" on here or using Google will give you plenty of guidance.

     

    But since I like this kind of stuff...

     

    IF(AND(Lead_Score__c <= 15, ISPICKVAL(Type, "Prospect)), "Tier 4",

     

    IF(AND(Lead_Score__c >= 16, Lead_Score__c <= 20, ISPICKVAL(Type, "Prospect)), "Tier 3",

     

    IF(AND(Lead_Score__c >= 21, Lead_Score__c <= 25, ISPICKVAL(Type, "Prospect)), "Tier 2",

     

    IF(AND(Lead_Score__c > 25, ISPICKVAL(Type, "Prospect)), "Tier 1",

     

    null))))
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