by Variance InfoTech Pvt Ltd

Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.

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#2032 - Use Profile Scores from Account for Opportunity Profile Score Calculation

In Progress Bug? created by Capsid Verified Purchase 2 months ago

Hello,

This feature works for Contacts and Accounts Module:
https://store.suitecrm.com/support/profile-scoring/1940

But not for the opportunities module.

we need to calculate Opportunities modules profile score based on (the related) Accounts modules profile scoring.
Example: Condition: Calculating Opportunities Profile Score and using the field from Account's Profile Score.

Creating a condition but the opportunities score is not changed based on the Accounts Profile Score.

Kind Regards

  1. varianceinfotech member avatar

    Variance InfoTech Pvt Ltd Provider

    one month ago

    Hello,

    We've checked on our demo instance by adding Opportunity Module Configuration.
    See Screenshot : http://i.prntscr.com/4maIfQgsRtiAgUFyDHqbaA.png
    See Screenshot : http://i.prntscr.com/HnmwVrrUQYib7Tb26o7bSQ.png

    DEMO Instance URL : http://suiteprofilescoring.varianceinfotech.net

    If you still facing problem then please send us screenshot of configuration which you've added.

    Regards,
    Variance Infotech PVT LTD

  2. software member avatar

    Capsid Verified Purchase

    one month ago

    done thanks

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