Priority Factor

  • Weight Factors by their importance to your business strategy
  • Use the factor to auto calculate an Opportunity's Priority score

What is a Priority Factor?

TODO

How would I use a Priority Factor?

To user a Priority Factor, you'd follow these steps:

  1. Define a Priority Factor (e.g. Market Size, Effort, etc).
    1
    Market Size
    1 - 5
  2. Set the Range (e.g. £1K-£1B, 10-1).
    Market Size
    1K - 1B
  3. Double Click
    Market Size
    , enter a value between the range set, press the Enter key for the Opportunity you want to Prioritise
  4. The opportunity priority score is now: 0.10.

Opportunity Prioritising with Custom Factors

Define a Priority Factor

To define a Priority Factor:

  1. Sign in to your account.
  2. Expand the Priority Factor view.
  3. Enter a factor in the Add Priority Factor + Enter field and press the Enter key

Update a Priority Factor

To update a Priority Factor:

  1. Sign in to your account
  2. Expand the Priority Factor view.
  3. Click the
    .
    ...
    .
    (Edit button) of the Priority Factor.
    You will see a popup dialog box with title 'Edit Priority Factor':

    Edit Priority Factor
    Title
    Market Size
    Description
    No Description Yet
    Weight
    1
    Scoring Range (Worse to Best)
    1
    1
    Color
    Update
    Cancel
  4. Apply your Changes.
  5. Finally, click Update button.
    Note: The Priority Factor will be updated immediately.

Delete a Priority Factor

To delete a Priority Factor:

  1. Sign in to your account.
  2. Expand the Priority Factor for that Opportunity.
  3. Click the
    .
    ...
    .
    (Delete button) of the Priority Factor.
    You will see a popup dialog box with title 'Delete Priority Factor':

    Delete Priority Factor
    Title
    Are you sure you want to delete this Priority Factor?
    Warning
    This opportunity will be permanently deleted
    Delete
    Cancel
  4. Finally, click Delete button.
    Note: The Priority Factor will be deleted immediately.

Was this page helpful?