Awesome summary for anyone getting into lead scoring, especially representing multiple teams.
We are doing advanced lead scoring solutions for clients sometimes across both sales and marketing teams but specific to the REVENUE category and when a sales person get their ‘hot’ lead notifciation, @SeanReid do you have any advice for when the sales person arrives at the contact in CRM - what the quickest, easiest way they can ascertain what attributed to the said score without having to traul through the entire activity feed? Would you recommend a custom report for scoring? perhaps leveraging columns in a table for example filtering for score but also only MQLs and SQLs IE how can the sales person isolate what caused the score (as if looking at the test criteria tool on the score property itself) in a quick view but without having to use the test criteria tool since its about 4 clicks to get there, test a record and time to load screens. Is there a way to achieve the same summary snapshot as the test criteria button but on one page?