To lead score based on true/false columns, create a Formula column and use binary rules for fit criteria.
Steps:
1. Add a new column and set type to Formula
2. Use the Formula Generator to create binary rules that label leads as "Yes" or "No" based on your true/false criteria
3. Save the formula
This approach lets you score leads based on whether they meet your defined requirements using your existing true/false data columns.
Create a Formula column and use number-based scoring to assign points for true/false values, then sum them.
Steps:
1. Add a new column and set type to Formula
2. Use the Formula Generator to create a formula that assigns points (e.g., 5 points for TRUE, 0 for FALSE) for each true/false column
3. Sum all the point values to calculate your total lead score
Example formula structure: (Column1 = TRUE ? 5 : 0) + (Column2 = TRUE ? 3 : 0) + (Column3 = TRUE ? 2 : 0)
This number-based scoring approach lets you calculate a total score by adding points for your true/false attributes.
