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Engagement Score

Track your email interactions with a lead or a contact using Engagement Score. 
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Bindu Rekha Babu
13 Dec, 2023 - Updated 11 months ago
Table of Contents

Introduction

Track your email interactions with a lead or a contact using Engagement Score. Engagement score is a point added to a contact on every interaction.

For example, when a lead opens an email, the Engagement Score is incremented by 1 point.
For every open, click, and reply, the score gets incremented by a point. This way, you can decide whether a lead is interested in a product or service and requires a follow-up to nurture the lead. The CRM updates the Engagement Score field only for one-on-one emails and email campaigns.
Note: To view the Engagement Score in the Summary view, enable the Key Field icon from the Module Layouts and fields.

Feature Availability 

This feature is available in Sales Starter, Sales Professional, Vtiger One Professional, and Vtiger One Enterprise editions.
 

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