How To Set Up Lead Scoring In HubSpot

How To Set Up Lead Scoring In HubSpot

  1. Log In to HubSpot: Access your HubSpot account.
  2. Navigate to Settings: Click on the gear icon in the main menu.
  3. Select Properties: Find the "Properties" option under the "Data Management" section.
  4. Choose Lead Scoring: Look for the "Lead Scoring" property in the list.
  5. Set Up Scoring Criteria: Define the criteria for scoring leads based on their behavior and demographics.
  6. Assign Point Values: Allocate points for each criterion based on its importance.
  7. Save Changes: Click the save button to apply your lead scoring settings.
  8. Test Your Scoring: Review how leads are scored based on your criteria.
  9. Adjust as Needed: Refine your scoring system based on results and feedback.