Defining Lead Scoring Formulas in Zendesk Sell
What is the process to define a lead scoring formula in Zendesk Sell?
Defining a lead scoring formula in Zendesk Sell involves setting up variables and assigning values to them. This process allows you to create a scoring model that reflects the characteristics you find valuable in a lead.
To define a scoring formula, go to Settings > Business Rules > Scoring. Choose whether you want to score leads or deals, then add variables by clicking 'Add Variable'. Assign symbols and select fields for these variables, which can be predefined or custom fields. Once your variables are set, enter your scoring formula and save it. This formula will help you evaluate leads based on the values you've assigned.
More related questions
How can I use lead and deal scoring in Zendesk Sell?
Lead and deal scoring in Zendesk Sell helps you focus on your most important opportunities by assigning numerical values to key data points. This scoring model can determine if your leads are good or not, allowing you to prioritize effectively. By…
How do scoring variables work in Zendesk Sell?
Scoring variables in Zendesk Sell are key components of your lead and deal scoring formula. They represent the characteristics you consider valuable in predicting successful outcomes. To create a scoring variable, you assign a symbol and select a…
How can I visualize lead scores in Zendesk Sell?
Visualizing lead scores in Zendesk Sell is made easy with the use of color scales. This feature allows you to quickly assess the potential of your leads based on their scores. Once you've defined your scoring formula, you can choose a color scale,…
Can I filter leads by score in Zendesk Sell?
Yes, you can filter leads by score in Zendesk Sell using smart lists. This feature allows you to focus on leads within a specific score range, helping you prioritize your efforts. To filter leads by score, add the Score filter to a smart list and…
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