Creating a lead score in GoHighLevel is an essential process for tracking and managing your leads effectively. By assigning numerical values to leads based on their actions, you can prioritize your follow-ups and tailor your marketing efforts. Here’s a step-by-step guide to help you set up a lead scoring system using GoHighLevel.
Login to GoHighLevel: Start by logging into your GoHighLevel account.
Access Settings: On the left-hand side menu, navigate to the Settings
section.
Create Custom Field:
Custom Fields
.Lead Score
and ensure that you select the data type as Numerical Value
.Save
.Navigate to Automations: On the left-hand side, go to the Automations
section.
Select Your Automation: Choose the specific automation you are using, such as the Lead Magnet
automation.
Add Points for Actions:
Math
option within the automation tools.Lead Score
field you just created.Add
10 points to their lead score.Go to Contacts: Next, navigate to the Contacts
section from the left-hand menu.
Sort by Lead Score:
Sort
or customize the columns displayed.Lead Score
and add it as a column on the right-hand side. Now, you will see the lead scores for all your contacts conveniently displayed.By following these steps, you can effectively create and manage lead scores in GoHighLevel, allowing you to streamline your marketing efforts.
A lead score is a numerical value assigned to a lead based on their interactions and engagement with your marketing efforts.
You can create a custom field for lead scoring by navigating to the Settings, selecting Custom Fields, and creating a new field named "Lead Score" with a numerical value type.
To automate lead scoring, go to your existing automation, add a math action that modifies the Lead Score field by adding a set number of points whenever a specified action occurs.
You can view the lead scores in the Contacts section by customizing the displayed columns to include the Lead Score field.
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