How to categorize customer or vendor on the basis of score?
To categorize customer or vendor on the basis of score please follow the steps mentioned below:
- In your web dashboard navigation menu go to Configure and click on Activities.
- Choose the activity in which you want to setup score and click on the pencil icon.
- Go to Settings and turn on Score.
- Click score to open settings and select Show scores.
- Click on + icon for Advanced settings and click on Categorized Score and configure it.
- Finally, save the activity by clicking on ✅.