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.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
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Scenario: Automatically send the Quote to the related contact. We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please followFunction #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
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