Keep deal scoring consistent for project managers and reps
Keep deal scoring consistent for project managers and reps
Project managers miss high-priority deals when custom-field scores disagree, creating stalled handoffs. Automated total scoring writes one deal score so reps prioritize correctly and speed handoffs.
Overview
Project managers lose pipeline clarity when scoring diverges across custom fields. Centralizing score calculations into one authoritative deal field keeps reps focused on the right opportunities, reduces missed follow-ups, and drives faster handoffs; customers report clearer prioritization and fewer manual updates.
Notable Features
- Calculate total score from fields
- Write score to deal record
- Flag high-priority deals for reps