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How to identify "cold", "warm", "hot" companies?
SOLVERegular Contributor
08-03-2017 06:02
When I create a company, I would like to indicate the "warmth" of the opportunity, and provide some background.
So far I created a custom property called "background" (surprised I had to do that... maybe I don't have to do that and there is a better way, haha).
But I don't know how to express in a structured/filterable way which opportunities are "cold" leads, or that there is some connection making them "warmer" by degrees.
Thanks!
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