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 field that represents a lead characteristic, such as industry or lead source. You then assign values to each option within that field. For example, you might assign higher values to industries or sources that historically lead to successful deals. These variables are combined in a formula to produce a score that helps you evaluate leads.
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…
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…
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,…
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…