Add model scores and ratings to a prospect
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On the Model Scores tab, click Add. The Add a model scores and ratings attribute screen appears. |
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In the Category field, select a ratings category. You create your ratings attribute categories in Manage Attribute Categories in Administration. |
Note: For information about creating attributes, see Create Customized Ratings on page 160 or the Attribute Categories chapter in the Administration Guide. Also, when creating your rating attribute categories, make sure to select the “Model Scores and Ratings” Record type on the Attribute category screen in Manage Attribute Categories.
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Enter a Value to rate the constituent’s likelihood to give. The value allowed is determined by the Date type associated with the selected attribute category. For example, if the selected Category allows for “number” data types, only numbers can be entered in the Value field. |
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Enter a Start date for the value. For example, the date the rating information was acquired. |
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If necessary enter an End date for the value. For example if the value is reliable for just one year, enter the date it will expire. |
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Enter any Comment you want to include with the rating information. |
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Click Save to save the ratings information and return to the Model Scores and Ratings screen. The information you added appears in the Model scores and ratings grid. |