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Customizing lead ratings

Last post 04-14-2014 2:17 PM by Method_Greg. 3 replies.
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  • 04-09-2014 1:58 PM

    Customizing lead ratings

    I'm looking to customize the lead ratings, where I would have my own ranking system from A to D with A being "best" and D "worst". The hot/warm/cold option is not specific enough for my company. Is there a way to customize this specific drop down option under "leads?" Thank you!

  • 04-10-2014 12:57 PM In reply to

    Re: Customizing lead ratings

    I removed my comment from this post.  Apparently my suggestion may cause problems due to the Lead Rating being used in multiple screens and reports. I was not aware of these connections.  I will get back to you when I confirmed if there is a way to change the Lead Ratings.  As of now, there doesn't seem to be a way to do it.

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
  • 04-14-2014 11:15 AM In reply to

    Re: Customizing lead ratings

    Hello,

        I found out that there is no interface to change Lead Ratings.  It was never implemented.  You could do an import-update, but there are many risks involved in doing that.  So it's not an option I would recommend.  Unfortunately, there is really no way to change the Lead Ratings value.  

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
  • 04-14-2014 2:17 PM In reply to

    Re: Customizing lead ratings

    Hello,

       You have asked a good question as I seem to have many answersYou can do it through a customized screen that allows you to add and subtract Lead Ratings.  There is a post that describes how you can customize a screen to update the Lead Ratings table here. 

    - Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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