Multiple Types of Points

  1. last year
    Edited last year by manageit

    I think we need to allow multiple types of points for a contact. For example of this, in scoring a lead you will use their stage and how far along they are in the stage. Like so:


    So with multiple type of points we could add points based on the stage type it is related to, for example downloading a pdf overview of the product/service might add points under research, whereas just viewing blog posts may only add points under awareness. Then asking for a demo would add points under Evaluation.

  2. 2 months ago

    I agree. Potentailly should work with calculatable values from the contact record. Could use liquid from Shopify to implement


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