User – Manual Lead Scores

Manual lead scoring allows you to add or minus scores to a particular contact based on the reasons of your choosing.

To add a manual lead score  first go to Contacts (CRM) in the left navigation.

firefox_screenshot_2016-12-08t19-46-57-999zNext, go to the contact profile page for the lead you would like to add a manual lead score to by clicking on their name or the eye icon.

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Once you are on your contacts profile screen scroll to the bottom of the page and click the OPEN link for the manual score section.

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First step is to add a reason for the score, next you add the numerical score in the score field. For positive scores just add a numerical value like 10, for negative scores add a minus for example -10.

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Your manual scores will always appear in this section you can at anytime remove or edit these scores by changing the score/reason in past scores and clicking Save or remove scores by clicking the trash icon.

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