Is there a knowledge base article that goes into detail about implementing the formula to calculate the lead score? This is great information about best practices and the principles of lead scoring methodologies but I believe I have missed the section about enabling this field on a contact, company and deal record. Primarily, I would like to move to “deal scoring” in which certain attributes influence the level of fit and subsequently the likelihood a deal will move to closed some beyond the simply measuring pipeline by stage. I’m guessing the answer is here and within related posts (Understand the lead scoring tool) but I thought reaching out to the community would help guide me as well.
As an example, on a deal record, we would like to adjust scoring based on the number of identified/tagged buying roles and a custom field we’ve named Dispostion towards OUR COMPANY. This would be one factor in the scoring but I haven’t been able to cobble together a working prototype. I’m almost positive I’m missing some obvious knowledge base articles and training resources but with that admission, I would welcome all comments and direction.