Engagement Score on Opportunity
S
Stephen Turner
Is there a way to get the Engagement Score added to the opportunity so it can be seen in the pipelines? We have workflows that add to the score based on different factors and this will help us to identify hot leads.
If we could also sort the pipeline by Engagement score that would be a huge bonus!
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S
Sales & Marketing
Merged in a post:
Lead Score on Opportunity Card
D
Daniel Fundi Ndaya
P
Philip Fairley
Our clients have sales teams that speak with prospects. They rate those prospects on a scale of 1-10, depending upon the quality of the lead. Can we have a lead scoring mechanism that would show up on the Opportunity Card? A field we can check when we customize the Opportunity Card?
D
David Hall
Philip Fairley this is easy enough to do with a custom field added to the opportunity card. It would then give you control to trigger certain automations based on that field change.
P
Pallavi Kothari
Please elaborate