Lead Scoring

Find out what lead scoring is and how to use it

Bradley Moore avatar
Written by Bradley Moore
Updated over a week ago

At Happierleads, we believe in a simple three-step process: Identifying, Qualifying, and Engaging.

Essentially, leadscoring allows us to determine if the visitors are within your Ideal Customer Profile. It also assists us in recommending who you should talk to with in this organization.

Lead Score is essential if you want to use Happierleads for

  • CSV Exports

  • Automations

  • Webhooks

  • Connect with CRMs

Watch this video to learn more about how to setup your lead score -

Or follow our article down here.

What is Lead Scoring?

Lead scoring is a new addition to Reveal. Each company will have a percentage score ranging from 0% to 100%, indicating whether a company is recommended based on your Ideal Customer Profile (ICP).

We can even suggests contacts for you based on the lead scoring.

How to set it up

  • Select your workspace and head over to the workspace settings. Scroll down until you find Score Model then click View Score Model -

  • Once you are in the Lead Scoring Models, click on NEW MODEL -

  • Enter in a name for this and click Create. Your Model should appear right away.

  • After, click on your Model. This is where you'll be entering your filters and scoring them -

Select your filter, click ADD SCORE RULE.

The scores can range from 10 to -10.

A score of 10 indicates the highest relevance, while a score of -10 signifies the least relevance. You don't need to enter a score rule for every filter. Just the ones you'll like to score.

After you've entered your scores, don't forget to Save and Close.

Your Reveal dashboard will automatically update, so please allow some time for the changes to take effect.

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