Hi Guys,
Whenever i try to add a contact in creatio is it possible for the system to calculate some points like 10 points,5 points based on the input value i give and then if the overall points is greater than 70 or something can a deal be automatically created?
Any guidance on this would be really helpful
Like
Greetings,
You can set up a business process that will run when a new contact is created. Using the Read Data element, you can extract the required fields from the contact. You can then use the Formula element to summarize these fields based on some logic to calculate a score. If the score matches or is greater than the value threshold you set, a new Deal is automatically created. If the score is below the specified value threshold, the process will complete without creating a Deal.
I have also attached a screenshot showing the most basic implementation of this process for your reference.
You can find more information regarding business processes on Creatio Academy:
- Business process setup,
- Process element use cases.
Best regards,
Antonii.