Scoring profiles for accounts - General advice

Hi Elizabeth,

The best way to target accounts with Lead Scoring is to use the Account scoring option within a Contact profile. You can check this box for one Contact Scoring Profile (should you be running multiple scoring models), so you typically want to check this for your main Contact Scoring Profile. 

The easiest way to understand this feature is that it averages the scores of the contacts associated to a particular account and assigns that score to the account. We do account for contacts with scores of "0" or null scores, so the math is more complicated than just an average, but that is the easiest way to understand it. In your example in question #2, if those were the only two contacts associated to that account, then the account would have a score of 15. 

For general recommendations, I recommend viewing our Lead Scoring Guide available here: https://www.sugarcrm.com/resources/lead-scoring-101/

We also have a new Lead Scoring webinar that we've just published here: https://sugarclub.sugarcrm.com/learn/b/sugar-for-marketers/posts/lead_2d00_scoring_2d00_101

Thanks!

Jana

Hi Elizabeth,

The best way to target accounts with Lead Scoring is to use the Account scoring option within a Contact profile. You can check this box for one Contact Scoring Profile (should you be running multiple scoring models), so you typically want to check this for your main Contact Scoring Profile. 

The easiest way to understand this feature is that it averages the scores of the contacts associated to a particular account and assigns that score to the account. We do account for contacts with scores of "0" or null scores, so the math is more complicated than just an average, but that is the easiest way to understand it. In your example in question #2, if those were the only two contacts associated to that account, then the account would have a score of 15. 

For general recommendations, I recommend viewing our Lead Scoring Guide available here: https://www.sugarcrm.com/resources/lead-scoring-101/

We also have a new Lead Scoring webinar that we've just published here: https://sugarclub.sugarcrm.com/learn/b/sugar-for-marketers/posts/lead_2d00_scoring_2d00_101

Thanks!

Jana

Jana

This is great, thanks for the explanation. I will have a look at that webinar you recommended. I had only gone through the documentation on Lead Scoring but it's not as clear as your answer here. 

Thank you!