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      Keep track of interesting Match List candidates

      The Lead Scoring functionality has been expanded to apply to Match List activities. MSR-973 | Sep 2024

      Who is this feature for?

      Organizations that use Match Lists and Lead Scoring.

      Benefits for you as a user

      • Automatic classification of individuals based on registered Match List activity
      • Fully customisable to your business process
      • Negative score if no activity occurs
      • Updated every night 

      Explanation of this new feature

      Lead scoring could already be used to rate application activities registered on a person. The higher the score, the 'warmer' the person is. This can now also be based on Match List activities. 

      Several changes have been made in the 'Lead Score Rules' section to enable this:

      • New section 'Match List Rules'
      • In this new section, you will find a new field 'Match Step'
      • The existing 'Step' field has been renamed to 'Application Step'

      Feature Implementation Time (FIT)

      • Simple implementation: < 30 minutes

      Setup

      Go to Setup, Picklist Value Sets and add the value 'Match Step' to the global value set Lead Score Activity Types, including desired translations if applicable.

      Set the appropriate read-and-write field permissions for the new 'Match Step' field in the Lead Score Rules object. Then, users can configure the Lead Score Rules to take the match steps into account. 


      🔗 Here you can find the key features from the September 2024 Release