Lead Score – Leads

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< 1 min read

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

1. To see the scoring of your lead, go to the ‘Leads’ section.

saphyte leads tab

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads 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 lead acquired each score.

saphyte scoring tab