In the CRM today, you can set rules around the CRM automatically updating a contact's rating based on referrals. This would be great to have for accounts as well.
here is the link to the Automatic Contact Rating functionality: https://crmsupport.trellahealth.com/hc/en-us/articles/5478646066963-Automating-Contact-Ratings-in-Marketscape-CRM
It would also be interesting to make setting this value easier as a contact or account is created from Insights.
Thank you for considering this added option.
here is the link to the Automatic Contact Rating functionality: https://crmsupport.trellahealth.com/hc/en-us/articles/5478646066963-Automating-Contact-Ratings-in-Marketscape-CRM
It would also be interesting to make setting this value easier as a contact or account is created from Insights.
Thank you for considering this added option.