Scoring Rules

Autoplay

Scoring Rules

Automation

Autoplay

Start Watching

Take a simple quiz to test your knowledge about Your tasks before getting data into CRM

Skip Take Quiz
Replay

  • Contents
  • Overview
  • Quiz
  •  

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.

 

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.

Question: 1 of

Skip Next

You scored /

Retake QuizWatch Next