Completing a Funnel ScoreCard®
When you first open a Funnel ScoreCard® for an opportunity, all toggle buttons are set to Unknown and all scores are set to zero. A Yes response to a question adds the question's weight value to the score. No and Unknown responses do not receive a value.
To complete a Funnel ScoreCard®:
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Read a question.
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To see more information on a particular question, hover the mouse over the question to display tip text as in the following example.
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NOTE: Tip text only appears if your System Administrator has entered criteria definitions for your organization.
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Click the corresponding toggle button until it displays your desired response to the question. The toggle cycles through Unknown, Yes, and No.
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Continue answering questions as desired.
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When you have finished answering the questions, click Save. The Date of Scoring field displays today's date.
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NOTE: If your organization is also using Blue Sheets, the Funnel ScoreCard® scores may be configured to display in your Blue Sheet.
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