Creating Lead Ranking Rule: Hot

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 first 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.

    

   Now you will add the rules.

   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.
    "HOTLeads"
   .
   Step 3

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

    a valid value
    e.g.
    "Pursue these leads first"
   .
   Step 4

5. You  can define the score ranges for HOT Leads to fit your needs. We'll look for Leads with scores higher than 200.

   Step 5

6. Add the conditions for the rule.

    

   Click the Add Row button.

   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 value.

     

    Click the vertical scrollbar.

    Step 10

11. Click the Qualification Score list item.

    Step 11

12. Click the Operator list.

    Step 12

13. Click the Greater Than list item.

    Step 13

14. Click in the Value field.

    Step 14

15. The higher the score, the more likely the lead is to be converted to a sale.

     

    Enter the desired information into the Value field. Enter

     a valid value
     e.g.
     "200"
    .
    Step 15

16. Click in the Return the candidate value as field.

    Step 16

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

     a valid value
     e.g.
     "HOT"
    .
    Step 17

18. Click the Save and Close button.

    Step 18

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

Table of Contents  Start Topic