2 Replies Latest reply on Jun 26, 2014 10:29 AM by Tyler Morgan

    How can I see scoring changes over time trends?

    Tyler Morgan
      Due to the length of our sales cycle, we would like to focus on scoring changes over time as well as our thresholds. In particular, we are finding that we want to encourage relationships that have a flurry of activity in a given period of time, and the flames in Sales Insight just don't give the kind of information we need. We are not looking for exact changes, rather I'd love to be able to filter on something like this:

      Score was Changed
      Score name is: Lead Score
      Date of activity is past 7 days
      Change is greater than 50

      This is impossible because the Change constraint only allows is and is not, and the value does not allow the < or > operators.

      We would also like to be able to see this 7 day trending within a 30 or 60 day window.

      Any ideas and help would be appreciated.