Redoing Lead ScoringSOLVE
07-29-2019 05:45 - edited 07-29-2019 05:46
Here's the situation: when we originally put together our lead scoring logic, we thought we had it all figured out. But then some of our business needs changed, so I'm going to re-do the whole thing to make sure that high lead scores are held by leads that are good for our business.
- I know you can't 'reset' to zero manually - but if you simply delete all existing lead scoring criteria, will that automatically and instantly set everyone back to zero?
-- Follow up: rather than deleting all existing logic - if you simply tweak existing point values (ex: title has 'VP' used to be worth 5, now is worth 10), will everyone automatically get recalculated instantly?
- When you do either one of those options, does the Hubspot/Salesforce API limit freak out and max out pretty quickly? (I assume yes since every lead would have an updated data point...)
If anyone has done this before and is willing to share their step-by-step process, that would be great. I'm sure it's as simple as updating the existing logic, but with these things you never know!
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