Create Lead Scoring Fields

1. Login to your Traction Next account.

2. Go to ‘Contact – Lead Scoring’ submenu. Click on it will display 3 options.

3. Click on the first option ‘Fields’ and then click the button ‘Create LS field’

It will display the page to create leas scoring field. Refer below…

Enter the value for ‘Name’, Minimum value, Maximum value, Initial value and set the Status i.e. ‘Active’ Or ‘Inactive’.

Click ‘Save’ button to save the details.

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. At last click on ‘Save’ button to save the details.