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 combining variables like lead source and status into a formula, you can track and evaluate the potential of each lead or deal.
To set up lead and deal scoring, an Admin user can define scoring formulas by navigating to Settings > Business Rules > Scoring. You can add variables, choose symbols, and select fields to create a custom scoring formula. Once defined, these scores can be visualized using a color scale, helping you quickly identify high-potential leads. For more details, check out theoriginal Zendesk article.
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…
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…
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…