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How to use the CRM to score prospects

In this tutorial we will explain you: how to use the CRM and add score to your prospects.

First locate the tool for the campaigns and open it, you should see the dashboard of the tool like this:

Locate the tab with the text CRM / Leads scoring.

Click on it, this should open the CRM with a big table and all your contacts.

At the middle of the page you have a bar with this

Click on the button “configure”.

This will open a popup like this:

Inside this popup you can now attribute the score you will add to your prospects depending the actions they are doing inside your campaigns such as clicked, opened, replied.

You can also add the tracking on your website to track visitors and conversions.