Creating Lead Ranking Rule: Cool


You are the Marketing Operations Manager. As new leads are generated, rule-based assignment of the qualification status helps to standardize the qualification process.

 

This is the third and final of a series of three lead ranking rules to show you how to set up classification rules for filtering creditable leads based on the ranking of the Leads Qualification Score.

 

The three rules are:

   1. Lead Ranking: Hot

   2. Lead Ranking: Warm

   3. Lead Ranking: Cool


Steps:

  1. All rules are part of a rule set. Prior to building this rule, a rule set called LeadRanking was added and saved. You can also see the HOTLeads and WARMLeads rules that were previously built.

     

    Now you will add the rule and condition.

    Step 1

  2. You can add the rule to the existing rule set.

     

    Click the Add Row button.

    Step 2

  3. Enter the desired information into the Name field. Enter

     a valid value
     e.g.
     "COOLLeads"
    .

    Step 3

  4. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "Pursue these leads after WARM Leads."
    .

    Step 4

  5. Now, add the conditions.

     

    Click the Add Row button.

    Step 5

  6. Cool leads have a Qualification Score of Less than 100.

    Step 6

  7. Click the Object list.

    Step 7

  8. Click the Sales Lead list item.

    Step 8

  9. Click the Attribute list.

    Step 9

  10. You need the Qualification Score.

     

    Click the vertical scrollbar box.

    Step 10

  11. Click the Qualification Score list item.

    Step 11

  12. Click the Operator list.

    Step 12

  13. Click the Less Than or Equals list item.

    Step 13

  14. Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "100"
    .

    Step 14

  15. Enter the desired information into the Return the candidate value as field. Enter

     a valid value
     e.g.
     "COOL"
    .

    Step 15

  16. Click the Save and Close button.

    Step 16

This concludes the third and final LeadRanking rule.

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