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1 | Read the blog post on CRMSwitch.com |
2 | The examples in this template will provide you some inspiration for getting started with HubSpot lead scoring. For engagement scoring, we have included all Events. In practice, you will use a subset of these. General Observations and Rules ➡️ Scores can be applied to all Contacts/Companies or specific Contacts/Companies based on up to 5 inclusion or exclusion Lists ➡️ If you change the criteria in a Score's associated List, save, review, and update the Score ➡️ Each Score must have at least one Scoring Group ➡️ Each Scoring Group can have a maximum score upper limit of 100 ➡️ There can only be one Event type per Scoring Group ➡️ An Event's points can be unlimited (default) or have a defined maximum ➡️ A timeframe can be added to any Action within an Event ➡️ 'Decay scores' can only be turned on for a Scoring Group if none of the Actions within a Scoring Group's Event have a timeframe ➡️ A frequency can only be added to an Action if it's the only Action within an Event ➡️ An Event with a frequency cannot have a maximum number of points ➡️ Companies must have associated Contacts to have an engagement score ➡️ Marketing Hub Enterprise is required to combine engagement scores with fit scores within a single Score |
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4 | CRM Planning and Selection Services |