How to Adjust Lead Scores for an Incoming Tracked Phone Call

How to Adjust Lead Scores for an Incoming Tracked Phone Call

For the Corporate Marketer package, Lead Scoring is managed in the Lead Scoring section

• Navigate to Administration > Lead Scoring
  

For all other packages, Lead Scores for Phone Calls can be adjusted in the Phone Call Notifications workflow which is used to manage how leads are distributed when a Phone Call comes (or is made). The workflow can also be used to update the lead score before the lead is sent to sales.

• Navigate to Automation > Lead processing > Phone Call Lead Notifications workflow > Click the Edit button

• Once inside the workflow editor, drag a Decision step onto the  work space canvas.

To understand the context of the call, build a query in the decision widget to inspect the incoming call. For example, manager Pat Jones may be interested in what pages were visited, where is this contact, have they called before, etc. After the  context has been determined, drag a Adjust Lead Score action onto the canvas                                                                                                                                             

Now the the lead score can be adjusted based on the context. Select the connection wire connecting Incoming Call and Has Contact Manager then lick delete in the properties box. Insert the steps into the workflow.

Please Note: The User can add as many queries and adjustments as decided upon within this workflow.