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↩️ How to reset a contact's lead score
↩️ How to reset a contact's lead score
Updated over 3 months ago

With Outfunnel's lead scoring feature you can score your lead behavior based on their:

  • web visits

  • email engagement

  • CRM activities that have been added by marketing or sales (ie meetings, webinar attendance, SMS, etc.)

  • CRM contact fields.

Sometimes you may want to reset a contact's lead score - for example when it turns out that the contact is not interested in buying and you'd like to remove them from the target list.

To do that, simply open the contact's profile under the Contacts tab in Outfunnel and click to reset the lead score.

💡 The Contacts page may be currently unavailable for your account. When it is unavailable you will not see it on the side menu. If you follow this link you'll see this error message: "Sorry. You don't have rights to access this page."

💡 If this happens, please reach out to support@outfunnel.com to enable the Contacts page for your account.

A few things to note:

  • Lead score reset is irreversible

  • After resetting the score, Outfunnel will disregard any web and email engagements until 00:00 UTC time. So for example, if you reset the score at 23:00 UTC, all engagements that happen in the 1-hour window are disregarded

  • While the score is reset to 0, only web visit and email engagement scores are removed. CRM activity and field-based scores are recalculated at 00:00 UTC midnight as this is based on CRM data. If you would also like to remove the CRM-based score simply remove the activities/field values in the CRM

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