【Zoho CRM】複数のスコアリングルール機能に関するアップデート

【Zoho CRM】複数のスコアリングルール機能に関するアップデート

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昨年に複数のスコアリングルール機能が導入されて以来、見込み客、取引先、連絡先、商談、カスタムタブで、複数のスコアリングルールをレイアウトに追加できるようになりました。これにより、見込み客や顧客の行動、インタラクションなどの特徴に基づいて、データをランク付けすることができます。

各データ内で表示できるようになったスコアリングルールの項目は以下の通りです。
────────────────
データの活動に基づくスコアカテゴリー
  • 加点
  • 減点
  • スコア（合計）
データの接点(タッチポイント)に基づくスコアカテゴリー
  • タッチポイントの加点
  • タッチポイントの減点
  • タッチポイントのスコア（タッチポイントの合計）
────────────────

一方で、複数のスコアリングルールを設定できるようになると、ルールごとに6つの読み取り専用項目を追加することになるため、スコアリングルールのみで多くの項目数を消費してしまいます。

今回のアップデートにより、複数のスコアリングルールにおける6つのスコアカテゴリーをすべてカスタム項目として追加できるようになりました。そのため、今後は必要なスコアリングルールの項目だけをレイアウトに設定できます。また、これらの項目名は変更できます。



あわせて、複数のスコアリングルールは関連リストとして表示されるようになりました。同時にスコアをグラフ形式で表示することもできます。





ただし、ここでレイアウトに追加された各カスタム項目は、数値型の項目の制限数を消費します。
（項目の制限に関する詳細は、こちらをご確認ください。）

この機能アップデートは、すべてのデータセンター、すべてのユーザーに対し適用されています。

日本語で詳細や留意点について解説した記事がありますので、以下に共有します。
▼ サポートポータルFAQ【Zoho CRM】複数のスコアリングルール機能に関するアップデートのお知らせ

あわせて、本社のフォーラム投稿もご参照ください。
▼ Scores are now available as a record fields

今回紹介した機能は以下のプランからご利用になれます。
  • 複数スコアリングルール：エンタープライズプラン
…………………………………………………………………………………………………………
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