To effectively manage the Lead Score analysis and customize its applicability, follow these steps:
Access the settings module.
Under AI Settings > click on Score Sense.
You can establish a custom score range for Hot, Warm, and Cold leads in the Score Sense view.
To establish the same,
Click on "Configure."
Choose the applicable teams or subteams.
Define the type of conversation, conversation tags, and communication medium.
We've introduced a dedicated Activity log view within the Score Sense feature to provide visibility into past Changes. This view allows you to easily review previous modifications, including details about the changes and user details who made the changes. To view the change log, click on the "Activity" button.
This streamlined approach empowers you to effortlessly apply the Lead Score analysis exclusively to specific sales-focused teams and diverse roles.
I hope this article was helpful to you. If you have any queries, drop us an email at "[email protected]," and we'll help you.
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