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 Edit a Score Group

1. Select Analysis, then Lead Scoring.

2. Select the Score Group tab.

 

The window below is displayed.


 

3. Select the Score Group to edit by clicking on the name of the score group.

The window below is displayed.


 

4. Click View Archives.

The window below is displayed.


 

5. Make the changes directly in the desired Score Group.   

6. Click on Save.

 

Archive a Score Group 

 

        1. Click on Analysis, then Lead Scoring.

        2. Select the Score Group tab.

       

 

3. Select the Score Group you want to disable and archive.  

 


The selected Score Group window is displayed.


 

4. Disable your Score Group by unchecking the activation checkbox.

5. Click on Save.

6. Return to the Score Group tab, select the Score Group you want to archive and click Archive.


The window below is displayed.


7. Click on Yes in order to archive your score group. It will always be available your list of archived items.

 

 

 

 

 

 

 

 

 

 

 

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