How do I configure Lead Grade?
If you would like to configure the Lead Grade on CANDDi, you can either get in touch with your account manager, or you can choose to optimize it yourself. If you want to do it yourself, you will need to head to the ‘Lead Grade Settings’ under Settings options on the top bar in the CANDDi dashboard.
Once in the Lead Grade Settings, there are a few things for you to fill in to configure the grading system.
At the top, you get a guide to how Lead Score affects Lead Grade and below you can set those parameters accordingly. You can choose to give points to contacts that belong to a particular stream as in the example above. There are two ways to add additional points to a contact, either by incrementing or by setting the value. Then, choose which data you find more important and how many points it's worth.
Once you have set everything the way you like, click ‘save’ and Lead Grade will update and save.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Once in the Lead Grade Settings, there are a few things for you to fill in to configure the grading system.
At the top, you get a guide to how Lead Score affects Lead Grade and below you can set those parameters accordingly. You can choose to give points to contacts that belong to a particular stream as in the example above. There are two ways to add additional points to a contact, either by incrementing or by setting the value. Then, choose which data you find more important and how many points it's worth.
Once you have set everything the way you like, click ‘save’ and Lead Grade will update and save.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Updated on: 04/02/2020
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