CRM: Lead Score Weighted Totals

Weighted totals are added to Lead Score/Statuses in the types section.

Adding Weights

  1. Click Admin.
  2. Click Types.
  3. In the Select Type drop down, choose Lead Score (this may be called Status Code depending on your company's set up).
  4. Add your values to the Weight column.

Note: These weights are currently used in the Sales Pipeline Report for forecasting/creating a probability to close. It is recommended that the values in the Weight column be decimals.

Was this article helpful?
1 out of 1 found this helpful