A Scoring Rule is configured on a module and consists of multiple scoring criteria. Each criterion specifies a condition and a score value. For example: +20 points if the Lead Source is “Website”, +15 if the Country is “India”, -10 if the email is invalid, +30 if the lead has opened more than 3 emails.
The total score is displayed on the record and is updated dynamically as the record’s field values change. Records can have both positive scores and negative scores, which combine to give a net score.
Scores can be used as conditions in Workflow Rules – for example, trigger a high-priority task creation when a lead’s score crosses 80 points.
A Scoring Rule is manual – you define the criteria and weights. Zia Lead Score is AI-generated – Zoho’s AI analyses historical conversion patterns and automatically calculates a conversion probability. Both scores are visible on the record and serve complementary purposes.
A Scoring Rule assigns point values to records based on their attributes and interactions. Points accumulate into a total score that indicates how engaged or sales-ready a prospect is. Sales teams use scores to prioritise which leads to contact first.
A Scoring Rule is manually configured – you define the criteria and assign point values based on business logic. Zia Lead Score is generated by Zoho’s AI, which analyses historical conversion data to predict the probability that a lead will convert. Both scores are visible on the record and complement each other.
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