Marketplace page: https://marketplace.creatio.com/app/salesup-scoring-models-creatio

The Sales'Up Scoring models for Creatio product is designed to solve business tasks using a universal scoring model management tool. It helps to automatically change the values of selected fields of system objects according to pre-configured parameters.

Content:

  1. Product installation
  2. Set up
  3. Setting conditions ("Scoring" tab)
  4. Action settings (Actions tab)
  5. Setting the working time (Timer tab)
  6. Filter settings (Filter tab)
  7. Contact us

Product installation

To install packages, go to «System Designer» and select «Application Hub»

Untitled

On the «Application Hub» page, click «New Application», then «Marketplace powered», enter the booth address, and click «Install».

Untitled

Untitled

If you are installing a product package from a file, you must request an up-to-date package from Sales’Up support. Next, on the «Application Hub» page, click «Install from file», specify the path to the archive with the package, and complete the installation.

Set up