Rollup Summaries with DLRS

Rollup Summaries with DLRS

How do we measure activity on an Opportunity? We want the opportunity to “show the story” about the communication with the customer. We need to have an easy way to see that the sales exec has been engaged with the customer. Activity Score measures: Number of Emails sent/received Number of calls created Number of tasks created DLRS used to count emails, calls, tasks Formula to create an Activity Score