Creating Lead Ranking Rule: Warm

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 second 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 rule that was previously built.

    

   Now you will add the rule and condition.

   Step 1

2. Click the Add Row button.

   Step 2

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

    a valid value
    e.g.
    "WARMLeads"
   .
   Step 3

4. You pursue this class of leads after you have finished looking at all the hot leads.

    

   Enter the desired information into the Description field. Enter

    a valid value
    e.g.
    "Pursue these leads after HOT Leads"
   .
   Step 4

5. Now you add the condition.

    

   Click the Add Row button.

   Step 5

6. Click the Object list.

   Step 6

7. Click the Sales Lead list item.

   Step 7

8. Click the Attribute list.

   Step 8

9. You need the Qualification Score attribute.

    

   Click the vertical scrollbar.

   Step 9

10. Click the Qualification Score list item.

    Step 10

11. Click the Operator list.

    Step 11

12. Click the Greater Than list item.

    Step 12

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

     a valid value
     e.g.
     "100"
    .
    Step 13

14. Since there is a range of values for WARM leads you will need to add another condition.

     

    Click the Add Row button.

    Step 14

15. Click the Object list.

    Step 15

16. Click the Sales Lead list item.

    Step 16

17. Click the Attribute list.

    Step 17

18. You need the Qualification Score again.

     

    Click the vertical scrollbar.

    Step 18

19. Click the Qualification Score list item.

    Step 19

20. Click on the Operator list.

     

    Click the Less Than or Equals list item.

    Step 20

21. Click in the Value field.

    Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "200"
    .
    Step 21

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

     a valid value
     e.g.
     "WARM"
    .
    Step 22

23. Click the Save button.

    Step 23

This concludes the second LeadRanking rule. See the third rule, Lead Ranking Rule COOL for the next level of ranking.

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