Submit a request Sign In
  • Logout
    Home  >   FAQs   >  How can I configure profile scores in the CRM?
    FAQs in this section
    What is Profile Scoring? Is Lead Scoring the same as Profile Scoring? What are the benefits of configuring Profile Scoring? How can my sales team make use of Profile Scoring? How can my support team make use of Profile Scoring? What is Profile Rating? What is an Attribute in Profile Scoring? What is Value in Profile Scoring? What is Weight in Profile Scoring? What is Total Score in Profile Scoring? Is Profile Scoring available in the Sales Starter edition? How can I decide on what Profile Scores to assign? Are all attributes the same and equal to each other? How do I calculate the profile score if a customer has two values under the same attribute? What is profile scoring for contacts? What is Profile Scoring for Organizations? How can I delete an attribute? Can I add extra values for attributes? How can I configure Profile Rating? Does the Leads module have a Profile Score? Will a new field value have a default score? Will the Profile Rating field appear when I export a contact record? How do Contact Profile Scores impact the Organization Profile Score? Can an admin disable the profile scoring feature? Can I automate certain actions in Profile Scoring?

    How can I configure profile scores in the CRM?

    Table of Contents

    Follow these steps to configure profile scores:

    1. Log in to your CRM account.
    2. Click the User Menu icon on the top right corner of the page. 
    3. Click the Settings button.
    4. Look for the Marketing & Sales section.
    5. Click Profile Scoring.
    6. Select either Contacts or Organizations module. 
    7. Click the ‘Select a field’ drop-down and select a field (attribute). 
      • A box with the field’s (attribute’s) name and pre-defined values will pop-up.

    Note: You can customize the fields and the values under Settings > Picklist Field Values.

    alt text

    1. Assign the score (weight) for each value in an attribute. You can customize attributes and values by adding, deleting, and modifying defaults.

    Note: There is no limit for assigning the score, but you cannot assign a negative value.

    alt text

    1. Click Save if you are satisfied with your configuration.
    2. Click Yes.

    The total profile score is calculated automatically in the background whenever individual scores of each field change.

    To know more about Profile Scoring, click here.
    Was this FAQ helpful?
    0  out of  0  found this helpful.
    Comments 0
    Be the first to comment
    Home
    Privacy Policy
    Terms of Service
    Security Center
    Policy & Legal Center
    Contact Us
    © Copyright 2023 Vtiger. All rights reserved.
    Powered by Vtiger