Articles
Scoring
Give every lead, contact, and deal a 0-100 score from rules you define. Build rule-based score configurations, set point-earning conditions, and the total fills the Score column on your Leads, Contacts, and Deals boards.
Scoring - Score Types & Creating a Score
Create a score for leads, contacts, or deals — pick the type, name it, and turn it on.
Scoring - Building Rules
Add rules that award points when a lead, contact, or deal matches your conditions — or start from a template.
Scoring - Scores, Bands & the Board
How points add up to a 0-100 score, the Hot / Warm / Cold bands, testing, and where the score shows on your boards.
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More ways to get help
These guides are the same ones that sit inside the app’s help center, next to the screens they describe. If you prefer to watch, the Marketing Titan Academy has short video courses recorded in the product. Signed in, you can also ask Darwin, the built-in assistant, to explain a screen or do the step for you. If something is not covered here, contact us and a person will answer.