A scoring profile automatically evaluates company visits according to freely definable criteria. The goal is to obtain an improved assessment and qualification of visitor behavior.
How do I set up a scoring profile?
You can create, edit or delete a new scoring via the side menu under Tools | Meine Scoring-Profiles. Multiple profiles can be created, but only one profile will be considered at a time.
Scoring profiles of other users can be activated, but a modification of the scoring can only be done by the respective owner.
How does scoring work?
Scoring consists of any number of rules and each rule has at least one action associated with it. Points are assigned per rule on a scale from -10 to 10 points. The total of all rules forms the maximum achievable score for a scoring and corresponds to the value of 100%. Scoring is calculated on the basis of a maximum of 90 days.
How do I activate scoring?
You activate scoring in the individual statistics from the company identification section. The Score (Max) provides a scoring value for the best of all visits made, the Score Ø refers to the average value of all visits in the period under consideration. You can find an example of how to set up a scoring profile in our tutorial video.