Why is Lead Grading important?
Lead Grading allows you to validate information on your leads by running checks on system fields set on your lead type.
You are able to run grading on the following fields:
Address – Ensures that the address is deliverable.
Phone – Ensures that the phone number is registered with a telecom service provider.
Email – Ensures that the email address is registered with an email service provider.
IP Address – Checks to make sure that the IP is tied to the Address.
Comments – Make sure that the comments section has information input.
You are able to set up a custom grading scale with each letter grade allowing you to have leads follow certain routes.
LeadExec will then show the grade of the lead inside of the reporting screens.
Setting up Lead Grading
Step 1: Navigate to the Settings section by clicking the Settings tab at the top, and clicking the Lead Grading option that will appear on the left side.
Step 2: Once you are in the lead grading screen, enable the validation options you wish to use by selecting Enable. Do this to all validation options you want to use
Step 3: Once you have all of your validation options set, the next step will be to set a point value each validation can earn if the lead passes.
Step 4: Once the scores are in place it's time to set up your grade settings. At the bottom right of the lead grading section, you will see the highest possible score. This will assist you with inputting your grade scores.
Step 5: Once the lows and highs are set for each letter it's time to set the action each grade will follow. To do this select the Action dropdown box.
Step 6: Click Save and Agree located at the top left of the lead grading section.
Step 7: The next step will be to implement this across all the campaigns receiving leads that you want to be graded. In order to do this, go to each campaign, and go under Grading Services. Then, change the lead grading option to "Yes, Perform lead grading".
On the lead list window, some indicators will assist in identifying the lead grading score.
The colored circles next to the green check mark indicate lead grading levels. In this system, green represents A, blue represents B, purple represents C, orange represents D, and red represents F. For more detailed information about the lead grading, you can open the lead and click on the lead grading details to view additional information.
