Method:Classic General Q&A

Re: Customizing lead ratings

Method_Greg — Mon, 14 Apr 2014 19:17:42 GMT

Hello,

You have asked a good question as I seem to have many answers. You can do it through a customized screen that allows you to add and subtract Lead Ratings. There is a post that describes how you can customize a screen to update the Lead Ratings table here.

- Greg

Re: Customizing lead ratings

Method_Greg — Mon, 14 Apr 2014 16:15:39 GMT

Hello,

I found out that there is no interface to change Lead Ratings. It was never implemented. You could do an import-update, but there are many risks involved in doing that. So it's not an option I would recommend. Unfortunately, there is really no way to change the Lead Ratings value.

- Greg

Re: Customizing lead ratings

Method_Greg — Thu, 10 Apr 2014 17:57:07 GMT

I removed my comment from this post. Apparently my suggestion may cause problems due to the Lead Rating being used in multiple screens and reports. I was not aware of these connections. I will get back to you when I confirmed if there is a way to change the Lead Ratings. As of now, there doesn't seem to be a way to do it.

- Greg

Customizing lead ratings

lxavier49 — Wed, 09 Apr 2014 18:58:25 GMT

I'm looking to customize the lead ratings, where I would have my own ranking system from A to D with A being "best" and D "worst". The hot/warm/cold option is not specific enough for my company. Is there a way to customize this specific drop down option under "leads?" Thank you!