Scoring rules assign numeric scores to records based on demographic criteria, behavioral signals (email opens, web visits, survey responses), or integrations with external apps (Multiple Scoring Rules & Approval Process).
Key features:
- Available for: Leads, Accounts, Contacts, Deals, and custom modules.
- Up to 5 scoring rules per layout.
- Three categories per layout: Sales, Marketing, Support.
- Points can be added or subtracted based on defined criteria.
- Zia Scores: AI-generated predictive scores for conversion likelihood, complementing manual scoring rules.
- Scores can trigger workflow rules (e.g., score ≥ 10 → create high-priority follow-up task).
- Clone and delete scoring rules.
- Filter/search rules by status.