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.
Article Contents
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Available with: |
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Marketing Automation |
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CRM Ultimate |
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CRM PRO |
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CRM Free |
✓ |
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Toolbar: |
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Users: |
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Administrators |
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Company Managers |
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Marketing Managers |
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Sales Managers |
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Salespersons |
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Jr. Salespersons |
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Setting Lead Action Rules for Visual Workflows
To set a lead action rule to visual workflows, do the following:
- Click Automation > Visual Workflows in SharpSpring's left toolbar.
- Create or edit a visual workflow.
- Click + Add under Start or an applicable workflow branch.
- Select either Trigger or Filter, depending on your need.
- Select has the lead score, located under Lead.
- Enter the desired score.
- Select the desired condition.
- Click OK.
- Complete the workflow with other triggers, filters, delays, or actions.
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Setting Lead Action Rules for New Lists
To set a lead action rule to new automaton lists, do the following:
- Click Lists in SharpSpring's left toolbar.
- Create or edit a rules-based list.
- Configure an initial or additional rule.
- Select has the lead score, located under Lead.
- Enter the desired lead score in the Has the lead score field.
- Select the desired conditional value from the conditional drop-down menu.
- Click Save.
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