Reset Lead scoring

SOLVE
JJong
Member

Hi all,
So far, there is no option to reset the lead score of a specific contact person or company back to zero. The only way that a contact's score can be reduced is by applying a negative attribute. However, this is not efficient when dealing with lots of contacts and there is no way to automate this with e.g. workflows or lists. I think a function like this is essential for optimal lead scoring. It would be great if Hubspot can create this new function. 

1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @JJong,

 

You're right, this is currently not supported. Score properties cannot be reset. Applying a negative attribute (based on Lead status, "Lifecycle stage is any of Other" or your own custom Lead score reset property) would be your best option.

 

If you feel strongly about this being a feature, you could suggest it in the HubSpot Ideas section of the community here. The product team reviews these suggestions based on popularity.

 

Potentially, you could also take a step back. Why is it important that this lead score is reset? If you don't want these contacts to move along the sales process, you could update their Lead status and Lifecycle stage and suppress them in reports or filtered views. You could also exclude them from any automation.

 

@Huble_Connor, score properties are read-only properties and cannot be cleared unfortunately.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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9 Replies 9
Huble_Connor
Key Advisor | Elite Partner

You can clear a property's value as well as set it to a specific number (say zero) through workflows, is this different from what you're looking for? 



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


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JJong
Member

Hi Connor,

Sadly not. This matter relates to re-counting the score. So when a contactperson is contacted by e.g. sales with an offer, but currently is not interested, it would be convenient to reset the score for that person. Then, when the contact performs several activities, he/she/they can score again from 0. 

0 Upvotes
karstenkoehler
Solution
Most Valuable Member

Hi @JJong,

 

You're right, this is currently not supported. Score properties cannot be reset. Applying a negative attribute (based on Lead status, "Lifecycle stage is any of Other" or your own custom Lead score reset property) would be your best option.

 

If you feel strongly about this being a feature, you could suggest it in the HubSpot Ideas section of the community here. The product team reviews these suggestions based on popularity.

 

Potentially, you could also take a step back. Why is it important that this lead score is reset? If you don't want these contacts to move along the sales process, you could update their Lead status and Lifecycle stage and suppress them in reports or filtered views. You could also exclude them from any automation.

 

@Huble_Connor, score properties are read-only properties and cannot be cleared unfortunately.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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HYeager
Participant

Really bizarre to me that scoring fields cannot be reset. Having worked with Marketo and Eloqua in the past, I figured this was table-stakes for lead scoring programs. Most companies use lead scoring to signal when a lead is ready for sales follow-up. Sometimes that sales follow-up results in an exit from the funnel due to bad timing or other legitimate reasons that don't always disqualify them for future opportunities. Your marketing team then nurtures those leads, and when enough behaviors add up, you reactivate them as being ready for sales follow-up after a new series of actions have qualified them. Sure, you can subtract points after someone moves to a disqualified status, but that may not reduce their score to below the threshold, or it may give them a negative score, depending on how high they were initially triggered. Very disappointed with the lack of flexibility on scoring fields in Hubspot.

0 Upvotes
TiphaineCuisset
Community Manager

Hi @HYeager 

 

Thank you for reaching out and for the feedback. 

 

This is not possible at this stage within HubSpot, but I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. It's currently marked as not currently planned but this can change based on feedback and comments. For more information on the Ideas Forum's processed you can check this resource

 

Thank you

Best

Tiphaine


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0 Upvotes
Huble_Connor
Key Advisor | Elite Partner

Ah. I knew predictive lead scoring was read-only but thought the normal lead score was editable.



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


Learn More...
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0 Upvotes
karstenkoehler
Most Valuable Member

Hi @RTorch,

 

You can navigate to a contact record (Menu > Contacts > Contacts), find View all properties in the left sidebar and search for HubSpot score. You can make this property more easily accessible by adding it to the contact record sidebar: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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Morsal
Member

Its the main question that why we are not able to find the lead svores like I tried this and they sent me this email you can see here in my account please guide me about it.

0 Upvotes
karstenkoehler
Most Valuable Member

Hi @Morsal,

 

Most people in the HubSpot Community are not HubSpot employees – what exactly are you looking for?

 

If you want to access the lead score for a specific contact, you would find that under a contact record, click View all properties in the left sidebar and search for "HubSpot score".

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes