Connecting Pipeline DB to Contacts DB

Required Files

Leads Dashboard

Update the following properties in the Sponsorship Database with the formulas below:
  1. Quality property

lets(
  /* Get positions from contacts (fixed reference) */
  Authority, prop("Prospect").map(current.),
  round(
  (
    /* Award points for budget */
    if(empty(prop("Budget")), 0,
      if(prop("Budget") >= 15000, 1, 0)) +
    
    /* Award points for authority level */
    if(empty(Authority), 0,
      if(Authority.includes("Founder")
        or Authority.includes("Owner")
        or Authority.includes("CEO"), 1,
      
      if(Authority.includes("Partner")
        or Authority.includes("Director")
        or Authority.includes("Manager"), 0.5,
      
      if(Authority.includes("Employee"), 0,
      if(Authority.includes("Other"), 0, 0))))) +
    
    /* Award points for goals */
    if(not empty(prop("Objectives")), 1, 0) +
    
    /* Award points for alignment */
     if(prop("License").unequal("None") or prop("License").empty(), 1, 0) +
    
    /* Award points for suggested start date */
    if(dateBetween(prop("Suggested Start Date"), prop("Date Submitted"), "days") < 7,
      1, 0) +
      
    /* Award points for creative freedom */
    if(prop("Creative Freedom") == "Full Creative Freedom", 1,
      if(prop("Creative Freedom") == "Flexible Guidelines", 0.5, 0)) +

      
    /* Award points for exclusivity */
    if(prop("Exclusivity").unequal("None") or prop("Exclusivity").empty(), 1, 0)
    
  ) / 6, 2)
)
  1. Profile ID property

prop("Prospect").map(current.prop("Profile ID"))


Support

Consultation

Submit a Ticket

Consultation

Submit a Ticket

Consultation

Submit a Ticket