Creating Scoring Rules: Budget Approved

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 first 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. You create the first scoring rule within the existing Lead Scoring Rules Rule Set.

    

   This rule is to check for Approved budgets with a budget amount over $500,000.

    

   Click the Add Row button.

   Step 2

3. A name is required for this rule.

    

   Enter the desired information into the Name field. Enter

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

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

    a valid value
    e.g.
    "Approved budgets over $500,000"
   .
   Step 4

5. Now you create the two conditions.

    

   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. Click the Budget Amount list item.

   Step 9

10. Click the Operator list.

    Step 10

11. Click the Greater Than list item.

    Step 11

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

     a valid value
     e.g.
     "500000"
    .
    Step 12

13. Enter the second condition and specify the amount to increase the score.

     

    Click the Add Row button.

    Step 13

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

     

    Click the Sales Lead list item.

    Step 14

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

     

    Click the Budget Status list item.

    Step 15

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

     

    Click the Equals list item.

    Step 16

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

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

18. If these conditions are true you want to increase the leads qualification score.

     

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

     a valid value
     e.g.
     "100"
    .
    Step 18

19. Click the Save and Close button.

    Step 19

This concludes the Creating Scoring Rule for budgets that are approved demo.

The next step is to create a scoring rule for budgets that are pending.

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