Lead scoring rules can be used in automation workflows or lists. In turn, these workflows or lists can be used as either a trigger or filter to create a lead action. This article will provide information on how to use lead scoring in both.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Setting Lead Action Rules for Visual Workflows
To set a lead action rule to visual workflows, do the following:
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Setting Lead Action Rules for New Lists
To set a lead action rule to new automaton lists, do the following:
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