This recipe helps create a view that displays accounts or contacts with a specific pre-determined rating. Note that changing the value in Step 4 can create different views for different ratings.
Remember: all views are created in a similar manner. For a quick primer, our Creating New Views article walks through all the steps in detail. The recipes below simply highlight the fields needed to achieve the specific view.
More on automatic contact ratings here.
Example Screenshot- "A" Rating
Comments
0 comments
Please sign in to leave a comment.