Custom Function : Updating Lead Score.

Scenario: Updating Lead Score.

You may want to rank the leads in your CRM account in order to determine their sales-readiness. The scoring can be based on certain predefined values. This lead scoring can be done with custom functions.

You can have a custom field for the Score and use custom functions to update the Lead Score based on certain values. When you update the fields in leads, the score will be updated automatically.

This custom function can also be used for other modules by making small changes in the custom function.

Please follow these steps:

Log in to Zoho CRM with administrative privileges.
Click Setup > Automation > Workflow > Create Rule.
In the New Rule page, choose Leads module from the drop-down list and provide other rule details.
Under Execute On, choose Create or Edit and then click Next.
Specify the Rule Criteria. The rule will triggered only when a record meets the criteria mentioned here.
In the Actions section, click on the Add button for Call Custom Functions.
In the Configure Custom Function popup, click Write your own.
Specify a name for the function.
Build the Deluge Script based on the code given below.

void workflowspace.LeadsScoring(int Leadid,string Scorefield)

{

leadIDStr=input.Leadid.toString();

resp = zoho.crm.getRecordById("Leads",input.Leadid);

respStr=resp.toString();

respMap=respStr.toMap();

phone=ifnull(respMap.get("Phone"),"0");

email=ifnull(respMap.get("Email"),"0");

title=ifnull(respMap.get("Title"),"0");

website=ifnull(respMap.get("Website"),"0");

industry=ifnull(respMap.get("Industry"),"0");

point=0;

if(phone.length() > 9)

{

point=2;

}

if(!((email.contains("gmail") || email.contains("yahoo")) || email.contains("outlook")))

{

point=(point + 2);

}

if((website != null) || (website != ""))

{

point=(point + 2);

}

if(((title.contains("CEO") || title.contains("manager")) || title.contains("dir")) || title.contains("VP"))

{

point=(point + 2);

}

if(industry.contains("ERP"))

{

point=(point + 2);

}

/////////////////////////////////////

info point;

if(point >= 9)

{

Score="*****";

}

else if(point >= 7)

{

Score="****";

}

else if(point >= 5)

{

Score="***";

}

else

{

Score="";

}

info Score;

upresp = zoho.crm.updateRecord("Leads",leadIDStr,{ input.Scorefield : Score });

//info upresp;

}

Note: This custom is for the leads module and you can change the custom function for other modules also.

Please refer to the following link to know more about this feature:

https://www.zoho.com/crm/help/automation/custom-functions.html

Sincerely,

Prakash

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Sticky Posts
Zoho 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 such
Custom Function : Automatically send the Quote to the related contact
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 follow
Function #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
Function #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
Function-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the