Managing Scoring Profiles

Overview

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

Accessing Scoring Profiles

To access existing scoring profiles:

1. Click the open button at the top of the navigation bar to view all available modules.
2. Click the Scoring module.
   
3. To display both active and inactive profiles, click the check icon in the toolbar.
   
4. Use the search field to search for a specific profile, or click the filter icon to create an advanced search.
   
5. To sort your profiles by column click the column title, or click the sort icon.
   

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.
   
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.
   
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.
   
2. Click the Deactivate option.
3. Click the "Yes, Deactivate" button to deactivate the scoring profile.