Tips, Tricks & Best Practices

StefanTV
Participant

Copying Lead Score

SOLVE

Hi!

I want to restructure the current Lead Scoring system of my company. However, because this will be done as an experiment, I do not want to delete or overwrite the existing Lead Score. Since many aspects of our current solution will be the same or just slightly changed it would be great if I could create a copy of the existing Score to start working from there, so I do not have to set up everything from the beginning.

Anyone knows if and how this is possible?
Thanks in advance 🙂

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copying Lead Score

SOLVE

Hi @StefanTV,

 

Yes, simply go to Settings > Properties, hover your mouse over the score property and clone it. That's it 🙂

karstenkoehler_0-1673619247711.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copying Lead Score

SOLVE

Hi @StefanTV,

 

Yes, simply go to Settings > Properties, hover your mouse over the score property and clone it. That's it 🙂

karstenkoehler_0-1673619247711.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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