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Lead scoring - how can I saw what increased a lead's score?

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Occasional Contributor

Hello, 

 

Currently working on manual lead scoring in Hubspot.

 

Is there a panel in the contact preview or lead score history that shows what pushed a contact's lead score up/down?

 

Now, all I can do is look at the score, the info I have (when tracked) on my contact preview, and guess if there's a difference.

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1 Accepted solution

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Community Thought Leader

Wait.


While it's true that we cannot normally see what criteria impacts the individual manual lead score for a contact when those criteria are set in the Lead Score tool, we can circumvent this limitation by using HubSpot Smart Lists as Lead Score criteria instead.


Wouldn't call it 'easy', but it becomes MUCH less difficult to visualize conributing factors to any individual manual lead score for any specific contact when appropriately named smart lists are used. We'd simply need to look at 'List Memberships' on the contact record.

- see image

 

mfjlabs-screenshot-uno-20190613-111339.pngHubSpot Contact Record: List Memberships


Just a thought.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant

#hsc-li-06-13


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

3 Replies 3
Esteemed Contributor

The short answer is no.  The only thing that really shows you why a contact scored the way they did is in the Setup where you set what triggers a lead score.  You can then "preview" the contact and see what caused them to score the way they did.

 

Unfortunately, the only thing you can see on the actual contact record is that their score changed, but not really what impacted it. This is done via the property area and then you can click on "History" next to your scoring field to see when changes occur.  

Occasional Contributor

Thought this was the case, even if I was hoping for a different reply.

 

Thanks!

Reply
0 Upvotes
Community Thought Leader

Wait.


While it's true that we cannot normally see what criteria impacts the individual manual lead score for a contact when those criteria are set in the Lead Score tool, we can circumvent this limitation by using HubSpot Smart Lists as Lead Score criteria instead.


Wouldn't call it 'easy', but it becomes MUCH less difficult to visualize conributing factors to any individual manual lead score for any specific contact when appropriately named smart lists are used. We'd simply need to look at 'List Memberships' on the contact record.

- see image

 

mfjlabs-screenshot-uno-20190613-111339.pngHubSpot Contact Record: List Memberships


Just a thought.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant

#hsc-li-06-13


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817