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Create a Rating System for all Contacts

New Member
Posts: 1
Country: USA

Create a Rating System for all Contacts

Hello All,

I have an ACT databse of about 9,000+ records.

 

I would like to create a rating system for the whole databse.

 

Essentially, I would like to have a custom Field or Radio buttons from 1-5 1 being the lowest possible sales and 5 being the highest priotity.  this will give my Sales Reps a way to decipher between record sin their territory to make sure they are getting to the 5's, 4's and 3's

 

Any help would be great - pelase feel free to ask me any questions.

 

Thansk!

Silver Super Contributor
Posts: 2,328
Country: USA

Re: Create a Rating System for all Contacts

I have a client that has done that.  They just use a field called "Value" and assign the contacts a value from 0 to 5 with 5 being the highest.  It is a numeric field so they can select contact >3, etc.  When you create the field add a dropdown to it for the values 0 to 5 and select the only from list feature.  Then go through your clients starting with the 5s and work your way down to the 0s assigning value.


Stan


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