2 Replies Latest reply on Nov 13, 2017 9:14 AM by Jasmine Kyles

    How do you deliver lead scoring data to sales reps?

    Jasmine Kyles

      Show me your lead scoring reports! We have a solid lead scoring model in place and I export a smart list from the lead database to deliver a weekly lead scoring report to our lead development/account exec teams. Example:


      However, upon interviewing several reps I learned that they don’t find the excel spreadsheet to be useful.


      That being said I am welcoming any tips on displaying the scoring data! Including frequency and implementation info SFDC.