- Login to your Traction Next account.
- Go to the ‘Contacts' tab and then click on the 'Lead Scoring’ submenu. It will display 3 options.
- Click on the first option ‘Fields’ and then click the button ‘Create LS field’
4. It will display the page to create a lead scoring field. Refer below…
5. Enter the value for ‘Name’, Minimum value, Maximum value, Initial value and set the Status i.e. Active’ Or ‘Inactive’.
6. Click the ‘Save’ button to save the details.
7. Now in the second tab ‘Thresholds’, click on the ‘Add Threshold’ button, a row will appear. Fill the values for ‘Name’, ‘Description’, ‘Value from’ and ‘value to’ field respectively
8. At last click on the ‘Save’ button to save the details.
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