Lead Score Prospects

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< 1 min read

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

1. To see the scoring of your Prospect, go to the ‘Prospects’ section.

saphyte prospects tab

2. Choose the Prospect profile under the Prospects List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number or email address to pull up the prospect data, or just select the prospect profile from the prospects 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