CREATE A LEAD SCORE
A proper lead score is the best property in your CRM to prioritize leads.
A proper lead score is the best property in your CRM to prioritize leads.
Add a lead score property to your CRM. This property is designed to keep track of your highest priority leads. Leads with the highest score have the highest priority. The lead score is the sum of various relevant properties, such as the number of clicks, replies, website visits, etc.
To understand this better, let's create a simple Lead Score in the spreadsheet below.
Leads that have a "VIEWED" (shown in red) get 10 points.
Leads that have a "THUMBS UP" (shown in blue) get 5 points.
The Lead Score is the sum of these points as shown in yellow below:
In other words, the lead score is calculated here as follows: Lead score = "Thumbs Up score" plus "Date Received score."
Get in touch to learn how to select and score relevant properties to generate a lead score!