The default scoring rules that come with Account Engagement are editable. Modify the
rules to suit your business needs, based on your company’s definition of what a marketing
qualified lead looks like.
Required Editions
| User Permissions Needed |
| To edit scoring rules: |
Account Engagement Administrator role
|
When you edit scoring rules, the system rescores all prospects based on all applicable
prospect activity. Keep these considerations in mind when editing scoring rules.
- Rescoring causes prospects to resync with the CRM and can affect score-based
automations.
- If you have an automation rule action that resets a prospect’s score, the system stores the
value difference. When prospects are rescored after editing scoring rules, it’s possible for a
prospect’s score to be negative.
-
Open the Scoring page.
- In Account Engagement, select Admin and then
Scoring.
- In the Lightning app, select Account Engagement Settings
and then .
-
Click Edit Scoring Rules.
-
Select the rule you want to change, and enter a point value. To deduct points, use a
negative number.
-
Save your changes.
Rescoring takes place in the background. You receive an email notification when the job is
finished.
