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Anonymous
Dec 2, 2015 7:06 AM UTC
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Email Alert for Lead Scoring

Our lead system is a mess... cos some accounts are owned by sales, some are by marketing, some are in the lead queue.  I can't change all accounts back under leads/marketing because of "political" issue.  However, I am implementing a scoring system to identify potential opportunites/leads.

I'd like to set an alert if any lead score for any contacts to be sent to the account owner/lead owner.  Is there a way that i can set an alert under Smart Campaign?

Thanks
Mabel  

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AlokRa4Accepted solution
Level 10
Dec 2, 2015 7:31 AM UTC

Do you want to send an alert when Lead Score is changed? Or when it surpasses a number, like when score is >30? You can create a campaign like:

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4 replies

AlokRa4Accepted solution
Level 10
Dec 2, 2015 7:31 AM UTC

Do you want to send an alert when Lead Score is changed? Or when it surpasses a number, like when score is >30? You can create a campaign like:

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    Anonymous
    Dec 2, 2015 8:34 AM UTC

    I need that to work for ANY campaigns/contacts .. So  i just create a campaign to say score higher than 100 (for example), trigger an alert to account owner and whoever need to receive that?

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    Stijn_Heijthuij
    Stijn_Heijthuij
    Level 6
    Dec 2, 2015 9:38 AM UTC

    Yes.

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