Engagement signals, if configured by your company, can be important data points for your agent to use when rating a lead, contact, or a person account. Update the Qualified record prompt in Prompt Builder to include references to engagement signals and history.
Required Editions
| Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales. |
Here’s an example of customizing the Qualify Lead prompt template instructing the agent to consider additional data.
Note The bold text represents the parts of the prompt template that were customized for this
use case.
Prompt Template
Example
Qualification Rating Definition:
Hot - This prospect is "Qualified." They may have buying intent, are highly
engaged, and are ready to talk to sales. They will have a valid engagement signal for product browsing represented by:
{!$User.Contact.Product Browse Engagement}
They may have explicitly mentioned wanting to meet with the Sales Team, have agreed to
scheduling a meeting, or have over 2 interactions. Also, the majority of information from
their Lead Record matches with the ICP. Also, the Lead Record has all information
regarding the fields from Define Required Field. Warm - This prospect is "Qualified". They do show some interest. They may have over
1 interaction or have agreed to meeting with the Sales Team (without explicitly asking for
the meeting). There may also be little information from their Lead Record that matches
with the ICP. Also, the Lead Record has all information regarding the fields from Define
Required Field. Cold - This prospect is "Not Qualified". The Lead Record has at least one missing
field. They may have said "no" to scheduling a meeting, or show little interest in the
conversation or in purchasing. Also, little to no information from their Lead Record
matches with the ICP.