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Sugar Market was formerly known as Salesfusion.

Scoring

The Scoring section includes topics covering lead scoring in Sugar Market.

Topics

    When a lead has reached a certain threshold, you may want to automatically create an opportunity for your Sales team. You can set up opportunity templates within Sugar Market that will be triggered from a Scoring Profile when the defined threshold is met.
    Using scoring templates, Sugar Market can update a lead or contact record based on specific actions in lead scoring when the lead or contact reaches a designated score. This score can be achieved from various activities, including web activity, engagement with email and landing pages, event attendance, and database values.
    This article provides an example of a Scoring Profile with specific points and scoring actions for each threshold. Since every organization has unique priorities, this is only intended to be an example, not a recommendation.

Last modified: 2021-04-13 19:30:47