Lead scoring settings

Settings › Sales & orders › Lead scoring decides how MoveBoard scores your leads. Every time a customer does something on their own — opens your email, changes their inventory, pays an invoice — their lead earns points, and the lead turns COLD, WARM or HOT. How to read the score on an order is in Lead score.

Before you start

Anyone who can open Settings can change this page.

The three cards

Lead Scoring

• Enable Lead Scoring — on, the actions you pick add to a lead's score; off, no points are added and the score is hidden on the orders list and in the order window. When it is off the action switches are greyed.

Lead Temperature

• COLD — every new lead starts here, at 0 points.
• WARM — the lead turns warm at this many points or more.
• HOT — the lead turns hot at this many points or more.

Customer actions

• One row per action, for example Opens an email you sent, Signs in to their customer portal, Changes their inventory, Opens their order for service, Pays an invoice, Asks for a certificate of insurance (COI).
• Type the points it earns. The switch beside it turns that action on or off; an action that is off has its points greyed.

Change the scoring

1. 1Change the switches and numbers.
2. 2The footer counts your changes (1 change not saved, 3 changes not saved…).
3. 3Press Save, or Cancel to put everything back.

Changing the points does not rescore old activity: new points follow the new values.

Example

Warm at 20, hot at 50. Changing the inventory is worth 15 and opening the order for service 25. A customer who changes their inventory (15) is still cold; when they open their order for service (40) the lead turns warm; one more inventory change (55) makes it hot.

If something goes wrong

The red bar names the box and the problem:

• The warm score: Use a whole number, zero or more.
• The hot score: Maximum scores - 4 signs — the most is 9999.
• The score for … : Use a whole number, zero or more.