I was asked by someone in my organization to check into the ability to notify lead/contact owners if a lead or contact is scoring a certain number of points over a designated period of time. For instance, if someone has already reached our thresholds for scoring so are therefore assigned to someone, and then becomes inactive for a while, we are looking for a way to notify the owner if they score XX points in XX days (something that indicates a rapid score increase). Is there a way to set that up and how would you do it?
Please move the thread to Products and someone will answer it there. "Community" is for website feedback, not product support -- and yes, this is confusing!
Out of the box? Kind of. Assuming you have a relatively stable scoring system and one that doesn't allow for runaway growth, you could always do a check on the scoring with a data value change trigger/filter: the old value under a threshold and new value over a threshold in a certain amount of days.
If you have Sales Insight, this could be even easier: if you're just looking for overall velocity, use the Urgency field. Granted, that's not something you can control with detail.
If you're looking for something more dynamic than that (say, measuring a 30 point jump regardless of whether someone's at 50 or 150), that'll take a little more creativity in engineering.
Yeah I'm looking more for ideas on the "creative engineering" side of it. More like your example of alerting if a lead/contact jumps 30 points in 3 days regardless of starting score.
More like your example of alerting if a lead/contact jumps 30 points in 3 days regardless of starting score.
Obviously I'm biased* but this is easy w/help from FlowBoost. Store the scores and timestamps in a history field, then pass it to FB to see if the spread over the last N days meets your goals.
The check becomes as simple as:
* I'm the tech lead of FlowBoost and related SaaS stuff.