Sales/ ex Prospecting workspace and Lead Scoring Model

[ISmolin]

Good day, colleagues,

We are about to implement the Lead Scoring Model based on our criteria and the number of points the Lead should have to be moved (ideally automatically) to SAL (Sales Accepted Lead). I created such a field (SAL) in the Sales Workspace with a yes/no checkbox, and I believe I can create a workflow to check this checkbox if another (dependent) entity/ field has more than 5 points, for example.

The question is, Can we have the field (I already created it)—Lead Scoring—where the score should be visible and this field automatically calculated based on the input we make in another entity—multiple-choice options? What are your experience and best practices for having a Lead Scoring Model in the Sales workspace?

Thanks

[karstenkoehler]

Hi @ISmolin,

Generally this should work, yes, but I think this overall process can be streamlined to be more direct / transparent:

• Creating a lead score here will automatically generate its own property: Understand the lead scoring tool
• This property can then be referenced in a lead-based workflow to update its lead stage: Create workflows

Since it can be that simple, I would not make it more complicated than that – unless you have additional requirements that I’m not aware of, of course.

Best regards