Feature Availability

Vtiger Editions: One Professional | One Enterprise | One AI

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.