Users of our PowerScore PowerPack Add-on already know how valuable the solution is in helping to qualify Contacts and Leads by scoring them based on CRM-tracked behaviors. Sometimes, however, users need to score a record based on an aspect that is not listed in a PowerScore rule. In today’s blog, we’ll cover a simple way to create custom scores in PowerScore to help you track records via a workflow. Let’s begin!
For today’s example, we want to award a score to each Contact based on their Opportunity budget amount. We want to apply a score of 1 to each Contact that has a budget amount of $5,000 or less and a score of 2 for a budget amount of $5,000-$10,000.
Step 1: Create a workflow for the Opportunity that will run when the record is created and on the change of the Budget Amount field.
Step 2: Add a Check Condition to check if the Budget Amount is less than or equal to $5,000.
Step 3: Now we need to add a step to create, and set the required fields and Regarding Contact for, the PowerScore record.
Step 4: Repeat the condition checks for each Budget range you want to score.
Step 5: Now that you have all of your steps added and rules configured, you are ready to put your workflow into action. Click Save and then Activate your workflow.
The Results: Now that you have your PowerScore workflow created, any time a budget amount is added or updated, the Contact will be scored. To view your scores, navigate to PowerPack > PowerScores and view your scores!