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To setup a lead grading process do the following:
- Click Workflow Settings > App Setup > Lead Qualification > Lead Grading > Add Custom Grading button
An orange popup will appear. At this stage, decide if you want to grade existing prospects in the Lead Liaison database or only new prospects that enter your database. Typically, you'll only need to grade Known prospects. Known prospects are people in the database with an email address.
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By default, the Program name of every lead grading process will be "Lead Grading". To change the default name of the Program go to Manage Marketing > Campaigns > Gear > Campaign Settings and double click the name of the Program under the "Program" column. |
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- Name = The name of the Lead Grading Process. The name entered here will also be the name of the Campaign.
- Stage = Existing or new prospects.
- Existing Prospects = Existing prospects in the Lead Liaison database. This is a good way to profile your existing database for your sales team.
- New Prospects = Selects only new prospects that enter the system.
- Type = Known, Unknown or both.
- Known = Prospects with an email address.
- Unknown = Prospects without an email address.
- Both = Both Known and Unknown prospects.
Grade Your Database
To grade your existing prospect database do the following:
- Click Workflow > Lead GradingClick Settings > App Setup > Lead Qualification > Lead Grading > Add Custom Grading button
- Enter a Name for the lead grading process. The name will also be the Campaign name.
- Select Existing Prospects in the Stage section
- Select Known in the Type section
Based on your configuration, the software will launch a three step process and load a template. In Step 1, the Known Lead filter is added. Known Lead means only grade prospects with an email address. Since no other filter(s) exist, all prospects in your database will be graded.
Click
the Save and Define Actions buttonthe Next button
By default, the system loads the Change Lead Grade action. Use + to increase the lead grade. Use - to decrease the lead grade and use = to set the lead grade.
To add filter criteria to the action click the Add Condition button (optional)
- Click the Save and ScheduleNext button
- By default, the system will run your grading process across your entire database once after clicking the Activate button. If you prefer to activate the lead grading process at some point in the future set the start date accordingly before clicking the Activate button
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To grade your existing prospect database do the following:
- Click Workflow > Lead GradingClick Settings > App Setup > Lead Qualification > Lead Grading > Add Custom Grading button
- Enter a Name for the lead grading process. The name will also be the Campaign name.
- Select New Prospects in the Stage section
- Select Known in the Type section
- Based on your configuration, the software will launch a three step process and load a template. In Step 1, Known Lead and Create Date are loaded. Known Lead means only grade prospects with an email address. Create Date within 1 day will only select new prospects that have been created within the day.
- Click the Save and Define ActionsNext button
- By default, the system loads the Change Lead Grade action. Use + to increase the lead grade. Use - to decrease the lead grade and use = to set the lead grade.
- To add filter criteria to the action click the Add Condition button (optional)
- Click the Save and ScheduleNext button
- By default, the system will continually match prospects every hour after clicking the Activate button. If you prefer to activate the lead grading process at some point in the future set the start date accordingly before clicking the Activate button
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To manage your lead grading processes do the following:
- Click Manage Click Settings > App Setup > Lead Qualification > Lead GradingGrading
- The table displayed will automatically be filtered by Type = Lead Grading
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