Finding which records are best to focus on next can be a challenge. Now you can do just that by scoring records and then sort or filter based on those scores. Not only is this great for leads or opportunities, it works great with all other modules, including custom modules.
Add rating fields to any SuiteCRM module, including custom modules, right from the Studio. No coding required. Setting visual indicators on data is natural and really helpful to be able to distinguish at a glance the most important Accounts or Contacts in your Database. It helps your Sales Rep keep focused on important business folders and will help managers to check the key Accounts or Opportunities.
Search by Score
Add Multiple Score/Rating Fields
To learn more about this solution go to Scoring and Rating field widget or search for "scoring".
Scoring and Rating field widget
SuiteCRM Rating Field Plugin
Rate and mark all your customers and opportunities at a glance.
Give each record a visual score to help focused on your most important business first !
With the Accounts Search add-on for SuiteCRM, users can search for data using the various account fields in related modules.
With the Scoreboard add-on, filter your data directly from the SuiteCRM List View and better manage interactions with customers throughout the sales conversion funnel.
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