Automation Rule Math Function

Owned by Maria Kutkina
Last updated: Feb 16, 2024
1 min read

 

BANT Score System

  • Currently using any vendor’s solution? Looking to change or not?

  • Time frame?

  • Decision maker?

  • Budget?

The rating will be calculated based on various data points in the lead following an automation rule with math function:

 

{{#=}}{{issue.Lead's Current Situation Score}}+{{issue.Lead's Decision Making Score}}+{{issue.Lead's Timeline Score}}{{/}}

 

Front End Behavior When Automation Rule is Triggered

BANT score.gif