Tips, Tricks & Best Practices

JWat
Member

Weight different activities to create scoreboard

SOLVE

We are wanting to create a scoreboard that recognises that not all sales team activities are created equal.

 

The scoreboard needs to give each team member a live score as to their sales activities with - for example:

1 point for a completed phone call

2 points for an online meeting

4 points for a face to face visit

 

Is there any way of completing this within Hubspot without using an add-in?

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

Weight different activities to create scoreboard

SOLVE

Hi @JWat,

 

This can be achieved with a contact engagement score in the new lead scoring tool: https://knowledge.hubspot.com/scoring/understand-the-lead-scoring-tool#what-happens-when-a-score-is-...

 

Since there is no specific activity type for face to face visits, you'd have to make sure that you use meetings with a particular meeting type for face to face visits: https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types

 

Once you have that, you can award points for calls, online meetings, offline meetings accordingly.

 

Have a look and let me know if you have any follow-up questions!

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.

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

Weight different activities to create scoreboard

SOLVE

Hi @JWat,

 

This can be achieved with a contact engagement score in the new lead scoring tool: https://knowledge.hubspot.com/scoring/understand-the-lead-scoring-tool#what-happens-when-a-score-is-...

 

Since there is no specific activity type for face to face visits, you'd have to make sure that you use meetings with a particular meeting type for face to face visits: https://knowledge.hubspot.com/meetings-tool/how-do-i-create-and-use-call-and-meeting-types

 

Once you have that, you can award points for calls, online meetings, offline meetings accordingly.

 

Have a look and let me know if you have any follow-up questions!

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.