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Articles tagged "scoring" returned 16 results.

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Using Touch Points

...set up your touch point scoring and define your categories in more detail here. Historical Touch Point Reporting Reporting is available for your Accounts and Leads to show historical Touch...

Touch point automation

...your touch point Scoring strategy, decide when a Lead is fully qualified for your business, e.g. upon reaching a Score of 200. You can then automatically assign all Leads reaching...

Lead nurture

...up stages, while tracking and scoring what links they click on and reaching out to them when their touch point score raises over a certain point. Alternatively, you could be...

Managing your Leads

...reviewed before you progress, see further details on duplicate scoring below. Tip Tip: Pin filtered lists to a menu for quick access to your Leads. See Menus and custom items....

Creating A Lead

...Touchpoints Close modal Leads can automatically be imported into Gold-Vision if you have setup Touchpoint Scoring Rules – Touchpoint setup can enable Leads being automatically created in specific lists when...