Lead Score = Behavior Score + Demographic Score | Community
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A
Anonymous
January 5, 2015
Solved

Lead Score = Behavior Score + Demographic Score

  • January 5, 2015
  • 2 replies
  • 1311 views
Is there a way to set up scoring so that the Lead Score shown in CRM is a total of the Behavior Score + the Demographic Score
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Best answer by
You could build a formula field in your CRM to total the two. We actually just have 3 separate fields for Behavioral, Demographic, and Total. Anytime the behavioral or demographic scores are incremented/decremented, we do the same for the total. It's not 100% ideal, but it's easier than building formula fields and such.

2 replies

A
Anonymous
Accepted solution
January 5, 2015
You could build a formula field in your CRM to total the two. We actually just have 3 separate fields for Behavioral, Demographic, and Total. Anytime the behavioral or demographic scores are incremented/decremented, we do the same for the total. It's not 100% ideal, but it's easier than building formula fields and such.
Josh_Hill13
Josh_Hill13
Level 10
January 5, 2015

This would look like this in the flow:

Change Score: Behavior Score +1
Change Score: Lead Score +1
 

You can subtract somewhat:

Change Data Value: Behavior Score = 0
Change Data Value: Lead Score = {{lead.Demographic Score}}
 

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