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Knowledgebase : Lead Scoring
   

Related - How do I create a scoring rule based on contact data? How do I create a scoring rule for a specific asset? How do I score on "fit"? How do I create a scoring rule with a value that will depreciate over time? LEAD SCORING REFERS TO THE ...
lead scoring refers to the metrics you use to determine how interested a potential customer is in your product or service. Creating a lead scoring model is a two part process. First, you must create your scoring rules and then you use those scoring rules ...
TO CREATE A SCORING RULE FOR A CONTACT ATTRIBUTE OR ACTIVITY, GO TO “SETUP” AND FROM THERE SELECT “SCORING,” THEN “CONTACTS.”.     From there click on the "Scoring Models" and then click on the model that you wish to edit.     From there click...
SCORE ON FIT MODEL Scoring on a depreciating model means that a contact's score will decrease over time due to inactivity. TO CREATE A MODEL WITH THIS TYPE OF SETUP GO “SETUP”, THEN “ SCORING”, AND THEN “CONTACTS”.   From there click on the "Scoring...
SCORE ON FIT MODEL SCORING ON A FIT MODEL MEANS THAT A CONTACT’S SCORE WILL NOT DECREASE OVER TIME DUE TO INACTIVITY. TO CREATE A MODEL WITH THIS TYPE OF SETUP GO “SETUP”, THEN “ SCORING”, AND THEN “CONTACTS”.   From there click on the "Scoring Mode...
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" Choose the push setting you wish to use. For example if you choose "medium" any contacts...