Lead Score

Lead Score

The score earned by the visitor during their visit to your website is called Lead Score. You can identify the type of visitor based on their Lead score. The higher the lead score in the Visitor history, the higher the probability of closing the deal. You can set various criteria to score your website visitors based on their actions performed on your website and the visitor’s value in the CRM. The lead score will calculate the score based on the rule you have set in your SalesIQ.

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    • How does the Lead Scoring recalculate the score?

      The score accumulated in the Lead score of the visitor will recalculate based on the interval to reduce the lead score upon the period of inactivity.   You can set the recalculating period of the lead score in the Advanced Configuration section of ...

    • Visitor Score in CRM

      You can view the Score of the website visitor in CRM. The Lead Score earned by each visitor will be pushed from SalesIQ to the Visitor Score field in the Visit – Summary of CRM. The Visitor Score field will be available in the Visit Summary section ...

    • Lead Assignment Rules

      Assignment rules help you automatically assign the records to users in CRM. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured through web forms. Based ...

    • Setting up Lead Assignment rule

      Assignment rules help you automatically assign the records to users in Client Management System. The assignment rule is applicable only for the leads, contacts, cases and records in custom modules that are imported or the ones that are captured ...

    • Import Lead and Contact from Address Book in iPhone

      You can import the leads and contacts from your iPhone Contacts to Zoho CRM, one record at a time. To import a lead or contact Go to Leads/Contacts module. Tap the Add Record icon. Tap Import from Address Book. In the All Contacts screen, select the ...