Overview
Score Thresholds allow you to trigger various actions when a Prospect goes above or below a score. Applications for this feature vary based on your business needs; however, common applications include:
- Sending qualified Prospects to your CRM
- Alerting teams or individuals
- Updating system fields
Setting Up Score Thresholds
There are no limits on the number of Score Thresholds you can set up. Configure one or more based on your business needs. |
To set up a Score Threshold do the following:
- Navigate to Settings > App Setup > Lead Qualification > Lead Scoring > Thresholds.
- Click the New button.
- Choose whether you want your actions to trigger when the Prospect's score goes above or below your Score Threshold, then enter your Threshold value.
- Click the down arrow and choose Actions from the menu to show the Fulfillment Actions popup.
- In the example below, we're tagging the Prospect with the word "soccer" and sending them directly into an automation called "Test Automations". Using Fulfillment Actions with Score Thresholds makes the possibilities for different applications limitless!
- Finally, enable the switch to activate your Score Threshold.
