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Managing Scoring Profiles

Overview

This page describes how to locate and make changes to existing scoring profiles.

Accessing Scoring Profiles

To access existing profiles:

  1. Navigate to Manage > Scoring. 
    SM UG Scoring menu
  2. To display both active and inactive profiles, click the check icon in the toolbar.
    showall
  3. Use the search field to search for a specific profile, or click the filter icon to create an advanced search.
    SM UG Scoring profiles listview
  4. To sort your profiles by column click the column title, or click the sort icon.
    profile sort

Editing Scoring Profiles

To make changes to existing profiles:

  1. Click the scoring profile you want to edit, then click the edit icon from the toolbar.
    SM UG Scoring edit
  2. Click the Save button within the Set-Up Profile section to save your changes to the contact scoring profile.

Copying Scoring Profiles

To copy an existing profile:

  1. Click the scoring profile you want to copy, then click the three-dots menu icon from the toolbar.
  2. Click the Duplicate option.
    profdupe
  3. Fill in the Scoring Profile Name and Scoring Profile Description fields.
  4. Click the Copy button.

Deactivating Scoring Profiles

To deactivate a scoring profile:

  1. Click the scoring profile you want to deactivate, then click the three-dots menu icon from the toolbar.
    SM UG Scoring delete
  2. Click the Deactivate option.
  3. Click the "Yes, Deactivate" button to deactivate the scoring profile.

Last modified: 2022-06-08 19:06:07