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:
- Define a Priority Factor (e.g. Market Size, Effort, etc).
- Set the Range (e.g. £1K-£1B, 10-1).
- Double Click Market Size
- The opportunity priority score is now: 0.10.
Define a Priority Factor
To define a Priority Factor:
- Sign in to your account.
- Expand the view.
- Enter a factor in the Add Priority Factor + Enter field and press the Enter key
Update a Priority Factor
To update a Priority Factor:
- Sign in to your account
- Expand the view.
-
Click the
(Edit button) of the Priority Factor.
You will see a popup dialog box with title 'Edit Priority Factor':
Edit Priority FactorTitleMarket SizeDescriptionNo Description YetWeight1Scoring Range (Worse to Best)11Color - Apply your Changes.
- Finally, click Update button.
Note: The Priority Factor will be updated immediately.
Delete a Priority Factor
To delete a Priority Factor:
- Sign in to your account.
- Expand the for that Opportunity.
-
Click the
(Delete button) of the Priority Factor.
You will see a popup dialog box with title 'Delete Priority Factor':
Delete Priority FactorTitleAre you sure you want to delete this Priority Factor?WarningThis opportunity will be permanently deleted - Finally, click Delete button.
Note: The Priority Factor will be deleted immediately.
Was this page helpful?