Scoring Rules - Word of the day #49

Scoring Rules - Word of the day #49



Scoring rules help you prioritize leads, contacts, accounts, and deals based on record properties like fields, and customer touch points such as calls, emails, social signals, etc. You can assign positive and negative points to each property while defining a scoring rule. These individual points add up dynamically to a total score when a record is created or modified.

Here's a knowledge-base article on setting up Scoring Rules.

Check this quick video on the Scoring Rules.




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