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Former Member
Aug 21, 2015 at 06:18 AM

Marketing lead qualification based on survey score

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Hi,

Is it possible to auto-qualify the marketing lead to Hot, Cold, Warm, etc, based on the lead's survey score?

I'm following the lead score configuration in the user guide, as in the screen shot below.

My test is as below.

1) Create the Lead score. If Score is > 8, Lead = Hot.

2) Create a marketing leads manually for a prospect. The lead is set to warm by default.

3) Fill in the survey in the lead. The score is automatically calculated for the lead upon the completion (see the screen shot), which is 12.

4) Lead qualification is still Warm.

Any idea?

cheers,

julius

Attachments

Lead_score.png (32.0 kB)
Lead_score_2.png (37.3 kB)