Lead scoring is a way to rank your accounts based on different criteria such as completeness of their information, their position in the workflow, how they interact with your emails, etc. The higher the lead score, the better your chance of converting that lead to a customer.
Once your administrator has setup the lead scoring criteria for your business, your accounts will be scored automatically and you will be able to see the score beside each account.
To see the details behind the score for an account:
- From the account list view, click the lead score beside an account. A screen opens with the details on every time the score was updated.
- Date : Date when the action was taken.
- Action Name: Action taken, such as as Added to group, Field updated , Status Converted etc.
- Score: score added for each action
- Score details: This gives you the detail of the action taken, If the action name is status converted, it will give you details of what status it was converted from to the current status.
- From the account detail view, click the lead score below the account name.
