Creating Scoring Rules: Budget Pending

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

Based on the results of conditional rules, values are added to the Sales Lead Qualification Score. This demo will show you a simple Budget Scoring rule.

Steps:

1. This is the second in a series of demos about Assignment Manager Scoring rules. These demos show how you can answer the BANT questions (Budget, Authority, Need and Time Frame). These rules are part of a larger series about creating Assignment Rules.

    

   Creating Scoring Rules:

          1. Budget Approved

          2.  Budget Pending

          3. Authority Scoring Rule

          4. Time Frame Scoring Rule

    

   Step 1

2. Create the Budget Pending rule in the same manner as the Budget Approved rule.

    

   Click the Add Row button.

   Step 2

3. As before, a name is required for the rule.

    

   Enter the desired information into the Name field. Enter

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

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

    a valid value
    e.g.
    "Pending budgets of any amount over zero"
   .
   Step 4

5. Add the two conditions. The first is a budget amount over zero and the second is a budget status of PENDING.

    

   Click the Add Row button.

   Step 5

6. Click on the button to the right of the Object field.

    

   Click the Sales Lead list item.

   Step 6

7. Click the button to the right of the Attribute field.

    

   Click the Budget Amount list item.

   Step 7

8. Click the button to the right of the Operator field.

    

   Click the Greater Than list item.

   Step 8

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

    a valid value
    e.g.
    "0"
   .
   Step 9

10. Add the budget status condition.

     

    Click the Add Row button.

    Step 10

11. Click the button to the right of the Object field.

     

    Click the Sales Lead list item.

    Step 11

12. Click the button to the right of the Attribute field.

     

    Click the Budget Status list item.

    Step 12

13. Click the button to the right of the Operator field.

     

    Click the Equals list item.

    Step 13

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

     a valid value
     e.g.
     "PENDING"
    .
    Step 14

15. Pending budgets get a lower score than approved budgets.

     

    Enter the desired information into the Increase the score by field. Enter

     a valid value
     e.g.
     "10"
    .
    Step 15

16. Click the Save and Close button.

    Step 16

This concludes the demo for scoring rules for pending budgets.

As a reminder, there are two other rules in this series - one to check for authority and the other for the lead cycle time frame.

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