Points Action

In lead profiling, a "point action" signifies a quantifiable interaction, such as website visits, content downloads, or email clicks. This action will then strategically assign varying point values to different stages, effectively enabling the assessment of a lead's behaviours and interests within the prospecting process.

How to add Points

Steps-1 Click on lead profiling:

Steps-2 Click on point actions:

Steps-3 Click on new:

Steps-4 Fill the information:

Steps-5 Click on save & close:

How to delete a point

To delete an individual point, please adhere to the following straightforward procedure:

1. Navigate to the point screen.
2. Locate and select the point that you wish to delete.
3. Access the main drop-down menu and opt for the "Delete Selected" option, as illustrated in the provided image.
4. The chosen point will be permanently removed from the system.

Edit points

To modify points information within the system, please follow these steps:

1. Navigate to the point screen.
2. Locate and select the 'Edit' icon option from the desired point.
3. This action will open the Edit Point Action Details page.
4. Make the desired changes and save by clicking 'Save and Close'.

Clone point

To clone a point, please follow these steps:

1. Navigate to the point screen.
2. Locate and select the 'Clone' icon option from the desired point.
3. This action will initiate the point cloning process.