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Lead Scoring and Tasking

 

Good morning! I am in the process of reevaluating our current scoring and grading models and am curious if anyone in the community has any clever suggestions to automate a notification or SF task creation once a point threshold is met? I know other MA platforms have features built in that can account for these AQL's, but I am a bit stuck in getting started.

 

My initial instinct is to use either an automation rule or EP to check a prospects score and then trigger task creation and automation, but I am a little unsure of how to roll this out to our entire database as cleanly as possible. I have experience managing this type of process in a partially manual way, but I am interested in making it as hands off as possible. Any advise is greatly appreciated!!

댓글 1개
  1. 2019년 7월 17일 오후 12:41
    I have done it using an automation rule: When a prospect reaches 75 points, a task is sent to the assigned user.
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