Import, Lookup, & Score
I need to import building permits into CRM in a custom module "Raw Permits", which I have created. There are hundreds of these per week, but only 30 or so are relevant. I am attempting to create a scoring method that creates a 5 star rating system so the ideal permits get a 5 and can easily be filtered.
Modules I have created:
- Raw Permits - all the raw data.
- Permit Types - a list of all the permit types and a ranking from 0 - 5
- Zip Codes - a list of all the zip codes in the relevant area with a ranking of 0 - 5
- Value Scores - A list of dollar ranges with a ranking of 0 - 5. Example, "Under $100k", Low value 0, High value $99,999, Score = 0
In Raw Permits, I have a Formula field called "Composite Score" that adds all three scores together and divides by 5.
Goal is to import the CSV into Raw Permits and have a lookup reference the other three modules and bring in the score for the relevant item. I have tried a Lookup field, but someone would need to manually select the result in order to get the relationship to work. The manual part is the problem.
I have beaten my head on the wall with Deluge. I am missing something very fundamental on creating this custom function. Three days later, I am stuck. I am looking for the scripting string to search from one module to another and then copy that look-up results to the first module.
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Function #46: Auto-Calculate Sales Margin on a Quote
Welcome back everyone! Last week's function was about displaying the discount amount in words. This week, it's going to be about automatically calculating the sales margin for a particular quote, sales order or an invoice. Business scenario Where there is sales, there's also evaluation and competition between sales reps. A healthy rivalry helps to better motivate your employees to do smart work and close deals faster and more efficiently. But how does a sales rep get evaluated? 90% of the time, it'sZoho CRM Functions 53: Automatically name your Deals during lead conversion.
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