How Can You Use Scoring Rules in Zoho CRM to Prioritize Leads Based on Engagement?
Scoring rules assign points to leads based on activity, profile data, or campaign responses—helping you focus on high-potential opportunities.
Set Up a Scoring Rule:
Go to Setup → Automation → Scoring Rules.
Select the Leads module and click + New Rule.
Define Criteria:
Assign points based on actions like “Email Opened,” “Webform Filled,” or “Industry = Retail.”
Apply Deduction Rules (Optional):
Reduce score for negative indicators like “Email Bounced” or “No Response in 10 Days.”
View and Sort Leads by Score:
In the Leads list view, add a “Score” column to sort and prioritize follow-up.
Why This Workflow Matters:
Scoring helps sales reps spend time on the most qualified leads and improves conversion rates by identifying ready-to-close prospects early.
Related Articles
How to Create and Use Workflow Rules in Zoho CRM to Automate Tasks?
Workflow rules in Zoho CRM help automate routine actions like sending emails, updating fields, or creating tasks based on specific triggers. Steps to Create a Workflow Rule: Go to Setup (gear icon) > Automation > Workflow Rules. Click + Create Rule. ...How Can You Automate Follow-Ups and Routine Sales Tasks Using Workflow Rules in Zoho CRM?
Workflows in Zoho CRM allow you to automate repetitive actions such as email follow-ups, field updates, task creation, and lead nurturing. Create a Workflow Rule: Go to Setup → Automation → Workflow Rules → Create Rule. Choose the module (e.g., ...How Do You Set Up Lead Assignment Rules in Zoho CRM to Automatically Distribute Leads to Sales Reps?
Lead Assignment Rules ensure that new leads are automatically routed to the right sales reps based on geography, product interest, source, or custom conditions. Create an Assignment Rule: Go to Setup → Automation → Assignment Rules → + Create Rule. ...How to Avoid and Merge Duplicate Leads in Zoho CRM?
Duplicate leads can clutter your CRM and create confusion in your sales pipeline. Zoho CRM offers smart tools to help you identify, prevent, and merge duplicate records seamlessly. Step 1: Enable Duplicate Check in Zoho CRM Go to Setup (gear icon in ...How Can You Capture Leads Automatically in Zoho CRM from Your Website or Ads?
Zoho CRM provides multiple lead capture tools such as Web Forms, Facebook Lead Ads integration, and third-party automation. Create a Web Form: Go to Setup → Developer Space → Webforms. Design a form with custom fields, select the module ...