Minor Enhancements in Multiple Scoring Rules

Minor Enhancements in Multiple Scoring Rules

Dear All,

Greetings!

We have made two minor enhancements to Multiple Scoring Rules.

  1. Using custom modules in scoring rules: Currently, scoring rules can be configured for Leads, Contacts, Accounts, and Deals modules. Hereon, you can configure rules for custom modules as well.
  2. Removing touchpoint scores for Accounts, Deals, and Custom modules: Currently, records in the leads, contacts, accounts, and deals modules display scores under the following categories:
  • Positive
  • Negative
  • Positive Touchpoint
  • Negative Touchpoint
We have removed the positive and negative touchpoint scores for Accounts, Deals, and Custom module as records from these modules do not have touchpoints with prospects or customers directly.

That's about the update. To learn more about multiple scoring rules, kindly refer to our help doc

Thanks and Regards, 
Saranya Balasubramanian

      Zoho Marketing Automation

            Zoho Pagesense Resources

              Zoho SalesIQ Resources



                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources



                        Zoho CRM Plus Resources

                          Zoho Books Resources


                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources


                                  Zoho Sprints Resources


                                    Qntrl Resources


                                      Zoho Creator Resources


                                        Zoho WorkDrive Resources





                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now