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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!

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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.

Custom PowerScore

Step 4: Repeat the condition checks for each Budget range you want to score.

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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.

Custom PowerScore

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!

Custom PowerScore

PowerScore users need to update to the latest version of PowerScore first. Not using PowerScore but want to give it a try? Download PowerScore today and start your free 30 day trial!

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.