Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.
#2032 - Use Profile Scores from Account for Opportunity Profile Score Calculation
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
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"Great product, the plugin does what we need for scoring individual entries in Suitecrm. Their Customer Support is very fast and responds to every issu..." - jobvector GmbH
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5 years 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
5 years ago
done thanks