Lead Scoring
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      The Basics: Lead Scoring

      What is Lead Scoring?

      Lead Scoring helps you prioritize leads by assigning a score based on various criteria. This allows you to focus on the best opportunities and optimize your prospecting efforts.

      AdvizorPro’s Lead Scoring system categorizes leads into four tiers based on their score:

      Lead Scoring 1

      How to Use Lead Scoring

      Lead Score Field

      • Field Name: Lead Score
        • Categories: Excellent, Good, Fair, Not a Fit

      Search Filter

      You can filter your search results based on Lead Score:

      • Filter Location: In “Contacts” filter section under "Job, Title, & Role"
      • Filter Option:
        • Lead Score is a minimum of:
          • Excellent
          • Good
          • Fair
          • Not a Fit

      Display Locations

      1. Search Results:
        • Lead Score appears after the State column in the search grid.
        • Displayed as a tag box:

      Lead Scoring 2

      1. Contact Profile:
        • Shown on the left panel above the contact name.
        • Displayed in the same tag box format as in the search grid.

      Setting Up the Lead Scoring Model

      Accessing the Scoring Model

      • Go to the Lead Score filter section and select Manage Scores.

      Lead Scoring 3

      Scoring Sections

      The scoring model is divided into two sections that mirror Advanced Search:

      1. Contact Criteria
      2. Account/Firm Criteria

      Assigning Importance Levels

      For each filter you select, assign an Importance Level from the dropdown:

      Importance Level

      Points

      Very Important

      100

      Important

      75

      Somewhat Important

      50

       

       

       

       

      How the Score is Calculated

      1. Sum the points for all selected filters.
      2. Divide by 100 × the number of filters.

      Lead Score Categories

      Lead Score

      Range

      Excellent

      90% and above

      Good

      70% – 89%

      Fair

      50% – 69%

      Not a Fit

      Below 50%

      Can I have more than one lead score model?

      Yes, you can save and name multiple lead score models. Create, edit, and delete score models by selecting “Manage Scores”. Toggle between different score models by using the Scoring Model dropdown field within the Lead Score filter section. 

      Example Workflow

      1. Set Your Scoring Model:
        • Assign filters and their importance levels in the Lead Score > Manage Scores link.
      2. Filter Leads:
        • In the search panel, use the Lead Score filter to view only leads that meet your criteria (e.g., “Lead Score is at least Good”).
      3. Prioritize Efforts:
        • Focus on Excellent and Good leads for outreach while reviewing Fair and excluding Not a Fit leads.

      Are scores available in exports

      Yes, lead scores are available as an export field when you select “excel export” from the AdvizorPro platform. The field is called “Lead Score” in your export.