Sales

Automatically Score Leads

Setup a workflow that searches for a lead’s profile, information about their company, and generates a lead score on the spot.

How to use

Step 1

Select workflow template

Begin by choosing our pre-built starting point “Score Leads Automatically”.
Automatically Score Leads
Step 2

Edit prompts

Edit the lead scoring prompt to match your prospect evaluation framework and criteria.
Automatically Score Leads
Step 3

Run the workflow

Bulk run the workflow to automatically score leads based on their profile and company.
Automatically Score Leads

Automatically Score Leads

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