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How to create Scoring Rules in Zoho CRM

How to Create Scoring Rules in Zoho CRM

Updated on:

Here’s how to create scoring rules in Zoho CRM to prioritize leads effectively:

  • Open Setup.
  • Under Automation, select Scoring Rules.
  • Click New Scoring Rule.
  • Enter the required details.
  • Click Add Criteria.
  • Choose the appropriate Criteria.
  • Click Save.
  • The scoring rule is created successfully.

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