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Configure Lead Scoring
admin 2 min read
Updated:
Saphyte’s Automated Lead Scoring helps you prioritize your leads by applying score conditions to identify which leads have the most potential to progress into a closed sale.
Configure Lead Scoring
1. Go to the Sales tab.
2. Go to ‘Lead Scoring’ and click on the ‘General‘ tab.
3. Under the General Tab, you can assign the category for your lead score (for example Hot, Warm, Cold leads). Start by clicking ‘Add Category’.
4. Fill out the category name, minimum score, maximum score, and assign a color for this specific lead category. If you want to remove the category, just click the ‘bin’ icon.
5. Once done, click ‘Save Changes’ 
Display Lead Score
To display the lead score and enable it in your clients’ sections, toggle the switch for each of the settings. Choose how to display your lead score among the three options:
- Display score only
- Display category name only
- Display both category name and score
