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> Setup CRM scoring in GHL
Setup CRM scoring in GHL
Initial Setup
Step 1: Access CRM Settings
Open the GHL CRM platform.
Navigate to the settings section.
Locate the CRM scoring settings.
Step 2: Define Scoring Criteria
Identify the key factors to be considered for scoring.
Determine the weightage or importance of each factor.
Define the scoring range or scale.
Step 3: Create Score Categories
Categorize the factors into relevant groups.
Assign a name and description to each category.
Determine the overall weightage of each category.
Scoring Implementation
Step 4: Configure Scoring Parameters
Set the minimum and maximum score values.
Determine the threshold for qualifying scores.
Define the impact of each score on lead qualification.
Step 5: Map Data Fields
Identify the CRM fields that contribute to scoring.
Map each field to the appropriate scoring criteria.
Ensure data synchronization between CRM and scoring system.
Step 6: Test Scoring Calculation
Generate sample leads or contacts for testing.
Input relevant data and observe score calculation.
Verify if the scores align with defined criteria.
Scoring Analysis and Refinement
Step 7: Analyze Scoring Results
Review the scores assigned to leads or contacts.
Identify patterns or trends in the scoring outcomes.
Evaluate the effectiveness of the scoring model.
Step 8: Refine Scoring Model
Adjust the weightage or importance of scoring factors.
Modify the scoring range or scale if necessary.
Incorporate feedback from sales or marketing teams.
Step 9: Communicate Scoring System
Share the scoring model with relevant team members.
Provide training on interpreting and utilizing scores.
Ensure understanding and adoption across the organization.
Ongoing Maintenance
Step 10: Monitor and Update Scoring
Regularly monitor the accuracy and relevance of scores.
Update the scoring model based on changing requirements.
Maintain data integrity and consistency for accurate scoring.
Step 11: Review Scoring Metrics
Analyze the impact of scoring on sales and marketing.
Measure the success of lead qualification based on scores.
Make necessary adjustments to optimize CRM scoring.
Step 12: Continuous Improvement
Seek feedback from users and stakeholders regularly.
Identify opportunities for enhancing the scoring system.
Implement improvements to maximize CRM effectiveness.
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