Set Rules for Lead Scoring

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2 min read

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.


To set up the rules for your lead score:

1. Go to the Sales tab.

saphyte sales menu

2. Go to ‘Lead Scoring’ and click on ‘Attribute Scoring‘ tab.

saphyte configure lead scoring

3. Click ‘+ Add Rule’.

saphyte add rule

4. Set up your new rule.

saphyte add new rule
  • Enable the rule to your Leads, Prospects, or Customers by ticking the box.
saphyte entity selection
  • Choose the sum type for your scoring if you want to add or subtract points.
saphyte configure sum type lead scoring
  • Set the value for points.
saphyte add value points lead scoring
  • Apply the condition for your lead scoring.
saphyte add condition lead scoring
  • Activate the lead scoring rule.
saphyte set lead scoring to active status

5. Click the ‘Save’ save button once done.

6. You can view all the rules that you have set under the ‘Activity Scoring’ tab and check which ones are active or inactive in the system.

saphyte lead scoring

7. If you want to make changes to the rules that you have set, click the ‘pen’ icon to modify the rule. To delete a rule, click the ‘bin’ icon .