VanillaSoft's menu item scoring feature allows you to assign a numerical value to menu items in a custom field. These values can then be referenced by formula fields in order to give a lead score.
- Create a menu type custom field. At the bottom of the list of menu items is a checkbox <Use Menu Item Scoring>. When checked a box will appear beside each menu items in order to enter a score.
- Enter the desired numerical value into the Score box beside each menu item that corresponds to the value of that response.
- Once you have finished creating all of the custom fields with menu item scoring, you can create a formula field that references the scores in the custom field.
Example: A project has the two custom fields with the corresponding menu items and scores
Our contact is the
Primary decision maker 5
Secondary decision maker 3
Non-decision maker 1
Budget is approved
There is also a formula custom field designed to calculate the lead score
Lead Score: [Our contact is the] + [Budget is approved]
If during the call with a contact the salesperson gathers that the contact is the secondary decision maker and that budget is approved then the Lead Score field will indicate a value of 8, i.e. 3 + 5.