| 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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| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
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| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
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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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Setting Existing Lists as Dynamic or Static
There are two types of lists.
- Dynamic Lists: These lists build over time. Dynamic lists can be started from scratch, or they can pull in all the leads who qualify for the list based on the criteria at the time of build.
- Static Lists: These lists do not build over time. This type of list will, essentially, take a snapshot of your database and pull in all leads that meet the requirements at the time of list build.
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To set an existing list as either dynamic or static, do the following:
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Options > Change List Settings.
Engagement lists cannot be modified, as they are system lists. Similarly, manual lists do not have list settings, since they are not rules-based.