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Phiên bản vào lúc 09:38, ngày 21 tháng 12 năm 2017 của Chaukiuasia (Thảo luận | đóng góp) (Tạo trang mới với nội dung “==== Create scoring rules ==== Leads scoring allows you to assign a positive or negative score to your prospects based on any demographic or behavioral c…”)

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Create scoring rules

Leads scoring allows you to assign a positive or negative score to your prospects based on any demographic or behavioral criteria that you have set (country or origin, pages visited, type of industry, role, etc.). To do so you'll first need to create rules that will assign a score to a given criteria.

Tip

In order to assign the right score to your various rules, you can use these two methods:

• Establish a list of assets that your ideal customer might possess to interest your company. For example, if you run a local business in California, a prospect coming from San Francisco should have a higher score than a prospect coming from New York.

• Dig into your data to uncover characteristics shared by your closed opportunities and most important clients.

Please note that this is not an exact science, so you'll need time and feedback from your sales teams to adapt and fine tune your rules until getting the desired result. In the Scoring Rules menu, click on Create to write your first rule.