Lead Score – Customers

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< 1 min read

Where can I see the details of my customer’s score?

1. To see the scoring of your Customer, go to the ‘Customers’ section.

saphyte customers tab

2. Choose the Customer profile under the Customers List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the customer data, or just select the customer profile from the customers list.

saphyte search box

3. Click on the ‘three-dot’ icon or known as the ‘kebab’ button and select ‘Invoices’.Click on the ‘Scoring’ tab. On the Scoring tab, you can see the details of how the customer acquired each score.

saphyte scoring tab