Hello Jeff,
Im going to send the deal to sales when the lead score reaches 100pts (Im scoring demographics and behaviors).
So I think the way to deal with this is to have a smartcampaign that says something like this. let me know if I am going in the right direction.
Smart list:
trigger for data value changes. when lead score is at least 100
filter (Can I combine a fileter and a trigger in smartlist?) lead status is not being worked (there are 4 stages that represent this).
Flow:
Change the lead status to marketing qualified
I was concerend about a scenario like this. Lead hits 100 and I change the value to effectively send to sales. sales catches it and moves the lead status forward to the first stage of being worked. Then the lead downloads another doc 3 hrs after they get to 100. Now they are at 120. But I do not want to keep updating the lead status to the orginal status i used to send to sales. I think I can avoid that by combining the filter and trigger.
I was hoping for some example smartcampaign that manages this. Somethingn that allows the score to kepp goin gup, but does not impact the status that is being updated by sales.
Thanks,
RM