Download Flexible Lead Scoring and Lead Rating Module for Perfex 50412395
As leads flows into your CRM from various sources e.g Facebook, Google, Event e.t.c, You will agree with me that all Leads do not require the same level of attention.This is why we have developed a Lead Scoring Module, you can Use criteria to rate your Leads and target the best Leads with utmost important to you.
You have an Ideal Personal Profile that fits your business, say, Leads from specific City or who has a Title say Dr. or who only has Business Email Addresses. You can use Flexible Lead Scoring Criteria functionality to Filter your Leads to prioritise Leads and target the best Leads.
FEATURES
- Create Criteria for Leads Fields e.g Name, City, Address e.t.c
- Support 14 Operators so you can Apply Strings and Numeric Operators For example, Check if Address that Contains any Text or Starts With or Ends With or IS EMPTY e.t.c
- Create Criteria for your Leads Custom fields. It also supports Array/Multiple Select Fields
- Apply Criteria to your Leads Records to calculate Lead score
- Automatic Score Calculate for New Leads
- See Breakdown of Scores and Which Criteria was applied for each Lead
- Order Leads based on Scores on the Leads Table e.g ASC or DESC
- Insights and Analytics of your Lead Score based on your Score Criteria
