CartoDB / RevOps

Sales and marketing operations team repo.
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Grade automation #377

Open ruipperez opened 9 months ago

ruipperez commented 9 months ago

Development to make the Grade automated for both Direct Accounts and EC Accounts with the ability to skip the rules.

Rules based on Current ARR: Tier 1: >= 60K ARR Tier 2: <60K and >=15K Tier 3: <15K and >0,001 ARR: Current MRR12 / Current MRR End Customer12

Skip checkbox created to skip the rules (1 check for both Grade fields). This is developed on the existing trigger for Account.

Full export to check the Accounts that should not be overwritten based on the rules: https://docs.google.com/spreadsheets/d/14UPgFFX-7XAn36KYuzk_rSBOzqMknfz6-SMQALZZG18/edit#gid=1400720013

@pablomoniz for awareness