Scoring
How to create scoring for Opportunity
Feature: This feature allows the Super Admin User to set scoring model for opportunities of the Company. Who will be using this? This feature will be used by the Super Admin. Benefits: This will help the Users to set the priority of Opportunity based ...
How do I manually adjust the Interest Level rating of an individual contact?
Select Connections > Contacts Find the contact entry you’d like to edit Note: By default, this should open up the "Info" section of the contact entry. You can also reach this section manually by selecting More > Info Under the “Preferences” tab, find ...
Why isn't a contact website click adding scoring to their report?
For more information about contact reports and contact scoring, see How do I use the upgraded contact report? If a contact website click in email is not displaying in the external site report and has not generated a contact score, it could be due to ...