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How to qualify and score leads

This how-to guide provides step-by-step instructions on qualifying and scoring leads using a specific software tool.

victoriaworkflowsvictoriaworkflows
·38 steps·51 views·Published

This how-to guide provides step-by-step instructions on qualifying and scoring leads using a specific software tool. Follow the detailed process to create custom criteria, prioritize deals, and effectively manage your lead scoring system.

Step-by-step Guide38 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Scores

    Click Scores
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  3. Click Score

    Click Score
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  4. Click on "Click here."

    Click on "Click here."
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  5. Type "Deal Priority Score"

  6. Click Continue

    Click Continue
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  7. Click Create custom criteria

    Click Create custom criteria
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  8. Click open menu

    Click open menu
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  9. Click Stage

    Click Stage
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  10. Click Select value

    Click Select value
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  11. Click Proposal Sent

    Click Proposal Sent
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  12. Click Criteria

    Click Criteria
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  13. Click open menu

    Click open menu
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  14. Click Activity

    Click Activity
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  15. Click Select field

    Click Select field
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  16. Click Done

    Click Done
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  17. Click Done

    Click Done
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  18. Click Save

    Click Save
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  19. Click Save

    Click Save
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  20. Click Create custom criteria

    Click Create custom criteria
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  21. Click Select field

    Click Select field
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  22. Click Stage

    Click Stage
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  23. Click Select value

    Click Select value
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  24. Click Proposal Sent

    Click Proposal Sent
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  25. Click Criteria

    Click Criteria
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  26. Click open menu

    Click open menu
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  27. Click Activity

    Click Activity
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  28. Click Select field

    Click Select field
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  29. Click Done

    Click Done
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  30. Click To do

    Click To do
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  31. Click Save

    Click Save
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  32. Click Save

    Click Save
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  33. Click Create custom criteria

    Click Create custom criteria
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  34. Click Select field

    Click Select field
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  35. Click Stage

    Click Stage
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  36. Click open menu

    Click open menu
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  37. Click Lost

    Click Lost
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  38. Click Save and close

    Click Save and close
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