Learn how to set up a lead and contact scoring profile in Sugar Market. You will learn how to set up the necessary field mappings, manage additional scoring actions, setup lead stage thresholds & actions, and setup scoring rules to award points.
Intended Audience:
This course includes the following lessons:
Duration:
About 41 minutes
| Part 1 - Setup and Mappings | In this video, you will learn how to set up a lead scoring profile and map to the necessary database fields. |
| Part 2 - Additional Scoring Actions | In this video, you will learn about the additional scoring actions and how you can set them up in your lead scoring profile. |
| Part 3 - Lead Stage Thresholds | In this video, you will learn how to set up your scoring profile's lead stage thresholds and what actions are available to trigger when an individual meets a threshold. |
| Part 4 - Web Activity Scoring | In this video, you will learn about web activity scoring within your lead scoring profile. |
| Part 5 - Email Campaign Scoring | In this video, you will learn about email campaign scoring within your lead scoring profile. |
| Part 6 - Legacy Page and External Form Scoring | In this video, you will learn about legacy page and external form scoring in your lead scoring profile. |
| Part 7 - Pages Scoring | In this video, you will learn about pages and forms scoring in your lead scoring profile. |
| Part 8 - Event Scoring | In this video, you will learn about events scoring within your lead scoring profile. |
| Part 9 - Data Column Scoring | In this video, you will learn about data column scoring within your lead scoring profile.
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Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance
