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11.14 Activities: Lead Score and Assign Contact

Both need a contact and the Automation Advanced plan feature.

Lead Score (Update Lead Score)

  • Mode: Set (replace the score) or Increment (add to the current score; a negative number subtracts).
  • Score: a whole number.
  • The score is stored on the contact as a tag such as lead-score:40. Use it with Has Tag or with broadcast tag filters.

Assign Contact (Assign Contact to User)

  • Assign to: the team member who should own the contact.
  • Notify user about assignment: sends that user a notification (on by default).
  • Use it to route new leads to a salesperson, for example after an auto-reply recognises a sales question.
  • Fails when the selected user no longer exists or is disabled.
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