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:

  1. In your web dashboard navigation menu go to Configure and click on Activities.
  2. Choose the activity in which you want to setup score and click on the pencil icon.
  3. Go to Settings and turn on Score.
  4. Click score to open settings and select Show scores.
  5. Click on + icon for Advanced settings and click on Categorised Score and configure it. 
  6. Finally, save the activity by clicking on Save icon.

Revision #4
Created Sat, Apr 27, 2019 4:45 AM by Ajitender Kaur
Updated Wed, Oct 16, 2019 7:30 AM by Kamna