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Viewing Lead and Account Scores

Overview

Lead and Account scores are displayed in records, list views, and within scoring profiles.

Viewing Scores in Records

To view scores in account or lead and contact records:

  1. In the Global Navigation bar, click the Accounts or Leads and Contacts link. 
    SM UG Scoring accountlead
  2. Double-click an account or lead/contact to open the record. The score is displayed at the top right of the record.
  3. To view scores for other scoring profiles in lead and contact records, click the Scoring Profiles icon, and then select another scoring profile. The lead score updates to the score associated with the selected profile. 
    SM UG Scoring leadrecord

Viewing Scores in List Views

To view scores in account or lead and contact list views:

  1. In the Global Navigation bar, click the Accounts or Leads and Contacts link. Scores are displayed next to each record. Click the Score column heading to sort records by score in ascending or descending order.
  2. To view scores for other scoring profiles in lead and contact records, click the Scoring Profiles icon, and then select another scoring profile. The lead scores for all leads and contacts update to the score associated with the selected profile. 
    SM UG Scoring listview

Viewing Scores in Scoring Profiles

Within any scoring profile, you can view scores for all leads and contacts.

To access scores within scoring profiles:

  1. Edit a scoring profile.
  2. Click the Show Results button in the Scoring Actions tab. The results will appear below the Lead Stage Threshold section.
    showres
    Note: This will display scores for all leads and contacts across all scoring profiles. It is important to understand that this list is not only for the currently open scoring profile because the same lead or contact may appear more than once in this list. A lead or contact will be listed for each scoring profile that applies, these are not duplicate records.

Last modified: 2022-06-08 19:07:21