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CRM Push setting
Posted by The Team at Mindmatrix on 01 May 2018 05:55 PM

CRM Push setting

To adjust your CRM push setting, visit "Setup -> Lead Score -> Contact"

This will bring you to the lead scoring page, which has a tab for "CRM"

CRM Push Setting

Choose the push setting you wish to use. For example if you choose "medium" any contacts which hit medium interest level will automatically push to your CRM. 

Select "Apply CRM Settings" to save your selection.

Apply CRM settings Push

 

Review your "Triggers" under the trigger tabs. This will allow you to choose the lead score number which activates the specified interest level. 

lead score trigger interest level

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