Applicable plans
Sprout Blossom Garden EstateForest


Lead score helps you identify and prioritize the leads you should be engaging with. This video shows you how to configure a lead score for your business.


To configure lead score,

  1. Login to Freshsales as an Administrator.
  2. Click Admin settings > Automation > Lead Score Customization.
  3. You can define how to segment leads based on the Lead quality—hot, warm or cold leads using the slider.
  4. You can find some default rules already set in the application. You can choose to either delete or edit them, or just add new ones. 
  5. You can score leads by the Lead property, Email activity, Application activity and Web activity


Scoring by Lead property

For setting the lead property rule, you need to select the field, choose a condition and then enter the value. This table explains the different conditions for lead field properties. 



To set lead property rules,

  1. Click the Add rule button.
  2. Select a lead field from the drop down. 
  3. Choose a condition from the drop down. 
  4. Depending on the selected lead field, you'd need to enter the value or select the value from the drop down. 
  5. Choose to add or subtract points to this rule from the drop down, and enter a single or two digit value as the score. 
  6. Click Save

Since the scores also apply for contacts, you need to set rules for lead fields that are similar to fields in contacts, accounts and deals. So any custom field configured for leads should be mapped to the custom fields for contacts, accounts and deals for the rules to be applied for contacts. 


Scoring by email activity

To set lead score by email activity, ensure you have enabled email tracking while sending out emails from Freshsales. 

  1. Click the Add rule button.
  2. Select a field from the drop down. For example, opened or clicked
  3. Enter the subject of the email. Make sure it is the exact subject line of the email you want to add the lead score rule for.
  4. Select a time limit for the email. 
    1. No time limit - The lead opened or clicked the email at any time. The score won’t be subtracted. 
    2. Last 7 days - The lead opened or clicked the email in the last 7 days, after which the score is subtracted.
    3. Last 30 days - The lead opened or clicked the email in the last 30 days, after which the score is subtracted. 
  5. Choose to add or subtract points to this rule from the drop down, and enter a single or two digit value as the score. 
  6. Click Save


Note:
This is not available in Sprout.


Scoring by application activity 

To set lead score by application activity, ensure that you have installed the Freshsales for Web library on your website and web app. 

  1. Click Add rule link.
  2. Select a field from the drop down. The listed fields are the events configured while adding the API.  
  3. Select a time limit for the activity. 
    1. No time limit -The lead can perform this activity at any time. The score won’t be subtracted. 
    2. Last 7 days - The lead performed the activity in the last 7 days, after which the score is subtracted.
    3. Last 30 days - The lead performed the activity in the last 30 days, after which the score is subtracted. 
  4. Choose to add or subtract points to this rule from the drop down, and enter a single or two digit value as the score. 
  5. Click Save


Note:
This is only available in Estate.


Scoring by web activity

To set lead score by web activity, ensure you have installed the Freshsales for Web library on your website. 

  1. Click Add rule link.
  2. Enter the website URL. You can either copy and paste the entire URL or just a part of it. For instance, if you want to add scores to those who visit your pricing page, then you can either enter the entire URL, https://<company-name>/pricing.html or just enter the page name alone. 
  3. Select a time limit for the activity. 
    1. No time limit - The lead can view this page at any time. The score won’t be subtracted. 
    2. Last 7 days - The lead viewed this page in the last 7 days, after which the score is subtracted.
    3. Last 30 days - The lead view this page in the last 30 days, after which the score is subtracted. 
  4. Choose to add or subtract points to this rule from the drop down, and enter a single or two digit value as the score. 
  5. Click Save


Note:
This is only available in Estate.


You can add any number of rules. These rules follow an OR condition so when a lead, contact, account or deal is created or updated, the lead scores are triggered and applied to the lead and contact. You can edit and delete a rule anytime, and when you click Save, the changes in lead score is applied to your existing leads and contacts.