How do I setup Profile Scoring?
Table of Contents
To configure profile scores for your organization, please follow the below steps:
1.Hover over
and select Settings.
2.Select Profile Scoring under Marketing & Sales tab
3.You will view default picklist fields under Contacts and Organization tab.
4.Select the module - Contacts/Organizations.
5.Select the field that captures the attribute you want to use in scoring from the drop-down list.
6. Assign the score for each value that attribute can take (you can customize attributes and values by adding, deleting and modifying defaults).
Refer : Profile Scoring
1.Hover over
and select Settings.2.Select Profile Scoring under Marketing & Sales tab
3.You will view default picklist fields under Contacts and Organization tab.
4.Select the module - Contacts/Organizations.
5.Select the field that captures the attribute you want to use in scoring from the drop-down list.
6. Assign the score for each value that attribute can take (you can customize attributes and values by adding, deleting and modifying defaults).
Refer : Profile Scoring
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