Qualification

Set your ideal customer

1. Under Your ideal customer, enter target industries, roles and locations.
2. Under Never contact, enter excluded industries, roles and domains.
3. Set the minimum score a lead needs to count as qualified.
4. Click Save profile.

Custom rules

• Add a rule with a name, a field, a condition, a value and a weight, for example to exclude agencies.
• Click Qualify to score leads that have no score yet.
• Click Re-qualify every lead after you change your settings.