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 7 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

    6 months 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

    6 months ago

    done thanks

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