Lead Scoring & Qualification
Score leads automatically based on engagement and fit.
Overview
Lead scoring turns a flat list of contacts into a prioritized queue for your sales team. This lesson configures point values for actions like email opens, page visits, and form fills, plus fit criteria like company size or budget.
Lesson Details
You'll set a threshold that automatically flags a lead as "sales-ready" and triggers a task for a rep to follow up.
What You'll Do in This Lesson
Assign point values to key engagement events (email open = 2, pricing page visit = 10). Add fit-based scoring using custom fields like budget or company size. Set a "sales-ready" threshold that auto-creates a follow-up task for your team.
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