Hello,
I am trying to set up a lead scoring model in E10 and want to understand if there is a way to group scoring criteria.
There are several key profile fields I am scoring on which include "Turnover" and "Type of Business". These are select list fields.
Here is what I'd like to do:
If "Type of Business" equals "Trust" and their Turnover is $2M+ I want to give them a high score.
If "Type of Business" is any value other than "Trust" and their Turnover is $2M+ I want to give them a low score.
I can't see a way to group these criteria in E10. Nor is there an AND/OR option in the scoring model. I though at shared filter might work but that doesn't seem to be an option.
Does anyone have an idea of how I can achieve this?
TH\hanks,
James