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Lead Scoring Overview

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Overview

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:

  • New Sugar Market Users
  • Sugar Market Admin Users
  • Executives looking for a high level overview

This course includes the following lessons:

  • Part One: Setup & Mappings
  • Part Two: Additional Scoring Actions
  • Part Three: Lead Stage Thresholds
  • Part Four: Web Activity Scoring
  • Part Five: Email Campaign Scoring
  • Part Six: Legacy Page & External Form Scoring
  • Part Seven: Pages Scoring
  • Part Eight: Event Scoring
  • Part Nine: Data Column Scoring

Duration:

About 41 minutes

Lessons

Part One: Setup & Mappings

In this video, you will learn how to set up a lead scoring profile and map to the necessary database fields.

Part Two: 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 Three: 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 Four: Web Activity Scoring

In this video, you will learn about web activity scoring within your lead scoring profile.

Part Five: Email Campaign Scoring

In this video, you will learn about email campaign scoring within your lead scoring profile.

Part Six: Legacy Pages & External Forms Scoring

In this video, you will learn about legacy page and external form scoring in your lead scoring profile.

Part Seven: Pages Scoring

In this video, you will learn about pages and forms scoring in your lead scoring profile.

Part Eight: Event Scoring

In this video, you will learn about events scoring within your lead scoring profile.

Part Nine: Data Column Scoring

In this video, you will learn about data column scoring within your lead scoring profile.

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance