Scoring Rules
Scoring Rules
Automation
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Scoring Rules
It's easy to make sales when you know which leads are more interested in doing business with you. Pitching the product to such customers will guarantee conversion and faster deal closure. There are many ways in which the sales and marketing teams can identify the interested prospects, such as the Scoring Rule.
Scoring rules lets you ascribe a numerical value to the prospects based on their responsiveness on various touchpoints, such as calls, emails, surveys, social media, or campaigns. Higher score translates to a sales ready prospect and indicates that the person must be given priority as there are better chances of cutting the deal.
In this video, we will show you what scoring rules are, and how you can set them up in Zoho CRM.
Useful link: Setting Scoring Rules
Lead scoring aims at:
Reducing the number of leads you need to follow up with
Incorrect
Sorry! It aims at prioritizing leads.
Prioritizing leads
Correct
Well done! Lead scoring aims at prioritizing leads.
Identifying the leads that are more likely to convert
Incorrect
Sorry! It aims at prioritizing leads.
All of the above
Incorrect
Sorry! It aims at prioritizing leads.
Under which category is the add and subtract status predefined?
Fields
Correct
Well done! The add and subtract status is predefined under fields.
Email Insights
Incorrect
Sorry! The add and subtract status is predefined under fields.
Survey
Incorrect
Sorry! The add and subtract status is predefined under fields.
While setting up a scoring rule, options such as Emails, Calls, and Survey are listed only if the respective integrations are enabled.
True
Correct
Well done! You need to enable the integrations for them to be listed.
False
Incorrect
Sorry! You need to enable the integrations for them to be listed.
To run scoring rules on existing records, you must:
Select Run Scoring Rules for all records
Correct
Well done! You must run scoring rules for all records.
Select Run Scoring Rules for existing records
Incorrect
Sorry. You must run scoring rules for all records.
You can add or subtract:
1-25 points in each rule
Incorrect
Sorry! You can add or subtract 1-10 points in each rule.
1-10 points in each rule
Correct
Well done! You can add or subtract 1-10 points in each rule.
1-15 points in each rule
Incorrect
Sorry! You can add or subtract 1-10 points in each rule.
What are the supported modules for scoring rules
Leads, Contacts, Accounts, Deals
Correct
Well done! Leads, Contacts, Accounts, Deals are the supported modules for scoring rules
Only Leads
Incorrect
Sorry! Leads, Contacts, Accounts, Deals are the supported modules for scoring rules
Only Leads and Contacts
Incorrect
Sorry! Leads, Contacts, Accounts, Deals are the supported modules for scoring rules
If all the scoring rules for a particular module are deleted, the score based fields for the respective module will be removed automatically.
True
Correct
Well done! It will be removed automatically.
False
Incorrect
Sorry! It will be removed automatically.
The individual points do not add up dynamically to a total score when a record is modified.
True
Incorrect
Sorry! The individual points add up dynamically to a total score when a record is modified.
False
Correct
Well done! The individual points add up dynamically to a total score when a record is modified.
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