Lead Scoring

Lead Scoring is a feature that allows  users to add a numerical score that gets calculated and added to an Opportunity. You will then be able to sort the Opportunity and Action lists by Lead Score. This will make it easier to prioritize Actions/Opportunities by sorting out the ones which need immediate attention.

The scores can range from 1 for Cold through to 10 for Hot and can be measured through five criteria: Motivations, Actions, Groups, Campaigns and Labels. The total you can have for any Lead is 50 which would be the maximum combined score of 10 for each criterion above.

To Access Lead Scoring

 1. Select a Team you wish to view

 2. Click ⚙️ the cogwheel icon

 3. Select Lead Scoring

 

4. Click the drop-down on the right of the criteria you want to manage  

 5. Assign a number between 1 and 10 to the subcategory in the drop down according to how you want to rate that particular subcategory. The number will be saved automatically

If a Custom Action is assigned a score of 9, whenever that Custom Action is triggered in an Opportunity, that Opportunity will automatically get a 9 in Lead Scoring.  If the user puts the Motivation on that Lead as hot which has a score of ten, it will make the Lead Score for that lead a 19 as it will add up the score for the two criteria. 

Depending on what the other selections are, the lead can have a score of up to 50.

Each opportunity will have an option to see the score on it as highlighted below.

The Lead Score will be color coded with the following: