CRM › Marketing & Pipeline
Lead Scoring
Which leads are worth a call: weighted rules or a model learnt from your own history, grades A-D, and what happens at each line.
In CRM → Marketing & Pipeline · 3 screens
RecordsLead Scoring ModelsHow leads are scored: weighted rules on what a lead is and what it has done, or a model trained from the leads you converted and lost. One is active; grades A-D, and what happens at each threshold.OpenRecordsLead Scoring RulesA rules model's lines: what is tested, and the points it adds.OpenViewLead Score HistoryEvery score a lead has been given, by which model, and what it set off.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Lead Scoring Models | List | How leads are scored: weighted rules on what a lead is and what it has done, or a model trained from the leads you converted and lost. One is active; grades A-D, and what happens at each threshold. | 11 | 12 | 5 |
| Lead Scoring Rules | List | A rules model's lines: what is tested, and the points it adds. | 9 | 11 | 0 |
| Lead Score History | Read-only list | Every score a lead has been given, by which model, and what it set off. | 7 | 0 | 0 |