Re: Account score

Anonymous · ‎10-07-2015

I`d like to know ranking of account score(sort score of all lead score in the same company).How can I do that?

Josh_Hill13 · ‎10-07-2015

Do you want to sum up the scores of all leads under an Account?

This is probably best done in SFDC with a formula or something.

Alternatively, you could export and then group by Account Name and average the scores. You could do something similar with RCE if you use the LA report and group by Account Name with Avg Score. or sum of scores.

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Josh_Hill13 · ‎10-07-2015

Do you want to sum up the scores of all leads under an Account?

This is probably best done in SFDC with a formula or something.

Alternatively, you could export and then group by Account Name and average the scores. You could do something similar with RCE if you use the LA report and group by Account Name with Avg Score. or sum of scores.

Anonymous · ‎10-07-2015

Thank you,Josh!

I did it in with RCE,and group by Account Name with Avg Score,lead Score.

As there is no option of sum of score.We have to export it into excle and calculate it later.

As for Salesforce,

I can make it between contacts as they connect to the same company.

but how to deal it with lead ?