Weighted Totals

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

Adding Weights


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

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.

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