Edit a Score Group
1. Select Analysis, then Lead Scoring.
2. Select the Score
...
sets tab.
The
...
screen below
...
appears.
3. Select the Score Group to edit by clicking on the name of the score group.
The
...
screen below
...
appears.
4
...
The window below is displayed.
...
. Make the changes directly in the desired Score
...
field..
...
5. Click on Save.
Archive a Score Group
1 1. Click on Analysis, then Lead Scoring.
2. Select the Score Group sets tab.
3. Select the Score Group set you want to disable and archive.
The selected Score
...
set window
...
below appears.
...
4. Disable your Score Group set by unchecking the activation checkbox.
5. Click on Save.
6. Return to the Score
...
sets tab, select the Score
...
set you want to archive and click Archive.
The
...
screen below
...
appears.
7. Click on Yes in order to archive your score group. It will always be available your list of archived items.