ShareCRM Manuals

Appearance

Scoring rule management overview ​

Score business records across multiple dimensions and automatically apply tags or update field values.

Business value ​

CRM teams classify and profile data with business rules. Scoring rule management provides these benefits:

  • Automated profiles: Apply tags to Accounts or Leads without manual maintenance.
  • Multidimensional metrics: Combine object fields, detail summaries, and custom formulas.
  • Flexible calculation: Recalculate in real time or with scheduled batch jobs.

Core mechanism ​

  1. Basic configuration: Select the object, data scope, and real-time or scheduled update method.
  2. Metric rules: Use basic conditions, formulas, detail summaries, or weighted scoring.
  3. Output: Apply a business tag or update an object field.