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How can I configure profile scores in the CRM?

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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.

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  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.

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  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.
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