New Feature – Scoring Quick Actions

The Quick Actions report provides a complete overview of who made updates to records.  Now, in addition to seeing what happened with the records you can also add a weighted value to those quick actions so that you can gain insight into how the activity of each user is impacting your business when you run the new Quick Action Score Report.  This is a powerful tool.

To add a score to each quick action you’ll need access to Administration and Customize Pages.  From there simply click on the ‘Define Click Actions’ link when you are customizing the Quick Actions and you’ll see the ability to add a score to each Quick Action using a drop down menu.

Quick Action Scoring

Quick Action Scoring

In this example:

  • A call attempt is worth 1 point
  • A contact is worth 2 points
  • A presentation is worth 5 points

Here’s an example of the Quick Action Score Report.  These two people may have made the same number of calls but one clearly provided more value.

Quick Action Score Report

Quick Action Score Report

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