What it is for
You give a contact points when they show interest. The Contacts list sorts by points, and the Score went above trigger starts automations.Who can do it
Everyone sees the tab. Only Owner and Admin create and edit rules; everyone else sees the screen with a lock (“Only the Owner and Admins edit the rules.”).Where to click
Settings › Organization › Lead scoring.Step by step
1
Start from a template
With no rules, the screen shows No rules yet and some suggestions. Click Use on one of them, or click Add rule.
2
Choose the event
Under When: Replied to a message, Got the tag, Submitted the form, Deal entered the stage or Clicked the link. For the middle three, also choose Which (tag, form or pipeline › stage).
3
Set the points and how long they last
Type the Points and, under valid for, choose Always or a number of days.
4
Save
Click Save. Afterward, the Rule active switch turns the rule on and off.
What happens next
A contact’s points are the sum of the rules that still apply. Changing a rule only applies to what happens from now on. To remove a rule, use Delete rule.Common errors
- Points from −1000 to 1000, not zero.
- Choose which (tag, form or stage).
- Couldn’t save the rule. Nothing was changed.
- Only the Owner or an Admin edits the rules.
- Lead scoring is not available yet.
- Couldn’t load the rules. Try again.