What is it?

You can now switch between view and edit modes for Lead Scoring. View mode displays your scoring rules in a readable summary - making it easier to understand your score at a high-level without wading through the full editor.

 

Why does it matter?

Scoring rules can get complex fast. The more rules you have, the harder it is to get a quick read on what your score is actually doing. View mode collapses your rules into a clean, readable summary so you can understand your score's logic at a high level — without having to scroll through extra space and every condition and edit control.

 

How does it work?

Check out this quick 🎥 video demo to learn more!

Want to provide quick feedback or a live demo on this feature instead? Book 15 minutes with Lead Scoring Product Manager Melody Cooke here!

 

To view all rules in View or Edit mode:

While editing a Lead Score, navigate to the top left and click “Expand all” for edit mode, and “Collapse all” for view mode.

 

To view individual rules in View or Edit mode:

You can also expand and collapse individual rules, while simultaneously keeping other rules in the opposite mode.

• - To edit a rule in View mode, you can click the expand arrows or anywhere in the gray box.
• - To return to View mode after editing a rule, you can click the collapse arrows or anywhere outside the gray box.

 

Note that in View mode you will be able to view:

• - Natural language summary of rule
• - Points assigned
• - Timeframe
• - Scored by frequency
• - Individual rule values via bullet points for score individually

 

Who gets it?

Marketing Hub Professional, Smart CRM Enterprise, Sales Hub Professional, Marketing Hub Enterprise, Sales Hub Enterprise, Smart CRM Professional