Keep your customer information accurate and current by updating the values in a rating
card. Ratings show data organized into meaningful segments, such as general, product, territory,
team, and address.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions
Needed
To view and edit consents on the web and mobile app:
Life Sciences Field Sales Representative
OR
Life Sciences Field Medical
OR
Life Sciences Key Account Management
From the App Launcher, find and select Life Sciences
Commercial.
Click Accounts.
In the Accounts list page, open the account record you want to update.
Click Ratings.
Click the tab that contains the rating card you want to update. For example, click
General, Product,
Territory, Team, or
Address.
Each tab shows rating cards related to a specific object and appears based on how your
admin has configured the layout.
To upload a file, click Manage Attachments, and then click
Upload Files to select an attachment.
To edit a rating card, click Edit, and then add or update the
values as needed.
For example, in the General tab (Account object), update fields such as Annual
Revenue or determine whether the Account is a Person Account or not.
To clear the values you added, click Clear.
To view the change history, click the icon on the rating card, and then click Confirm.
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