Scores are now available as a record fields

Scores are now available as a record fields

Hello everyone,

Greetings!

We're here with a minor enhancement announcement about multiple scoring rules (MSR) in Zoho CRM.

Since MSR was introduced last year, you've been able to score records in multiple layouts at once in the Leads, Accounts, Contacts, Deals, and custom modules. It enables you to rank records based on your prospect/customer behavior and characteristics like interactions, demography, and so on.

Below are the six types of score categories displayed within each record:

Score categories based on record actions

Positive
score

Negative
score

Total
score

Score categories based on interactions

Positive touchpoint score

Negative
touchpoint score

Total
touchpoint score


Before MSR's introduction, you could configure only one rule for an organization and the scores were displayed as read-only fields within the record. You could usthese fields as parameters within criteria, advanced filters, module views, and all across CRM.


Now that you have MSR and can configure multiple rules, adding six read-only fields per rule will use up a considerable chunk of your field limits. For this reason,
scores are displayed as a related list. You can also view scores graphically.


What's the enhancement?

We have now extended the native behavior to MSR as well.

From now on, you can configure and map desired scores as read-only fields inside the record detail page. You can add all six of a rule's score categories as custom fields, or just pick the ones you need and label them as you wish. However, each custom field added to the record/layout will consume the limits of numeric-type fields. This page details the limits,
for your reference.


How will this enhancement help you?

Fields in a record, as you know, are versatile in nature. They can be used as parameters for criteria in different places,
like automations, reports, module views, layout rules, and so on. That said, having a score available in all these areas will expand possibilities for you.

Note:

  • Organizations with old rules configured (i.e., rules created before MSR was introduced) will continue to have those fields.

  • The tabulated and graphical view of scores is available irrespective of the field configuration.

 

Click here to learn how to map fields in a scoring rule. This enhancement is now open for access to all users in all DCs. Should you have more questions, feel free to comment below.

Thanks and have a good one!


Kind Regards, 
Saranya Balasubramanian






                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Enrich your CRM data and keep them updated

                                          You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                        • Zoho CRM Digest - February 2024

                                          We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
                                        • Canvas templates can now be shared with different CRM organizations

                                          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
                                        • Introducing Zia Presentation in Zoho CRM

                                          ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
                                        • Blueprint enhancements - Parallel and multiple transitions, and more

                                          Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all


                                        Manage your brands on social media



                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources



                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources


                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources


                                                            Zoho Sprints Resources


                                                              Qntrl Resources


                                                                Zoho Creator Resources


                                                                  Zoho WorkDrive Resources



                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series


                                                                      • Tips

                                                                        Tips

                                                                      • Functions

                                                                        Functions

                                                                      • Meetups

                                                                        Meetups

                                                                      • Kbase

                                                                        Kbase

                                                                      • Resources

                                                                        Resources

                                                                      • Digest

                                                                        Digest

                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner




                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now