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# How to set up Lead Scoring in Platformly?

### What is Lead Scoring?

Lead scoring is the process of attributing a value to each action a lead can perform in your sales funnel. If an action leads your user closer to conversion, it adds a positive value to your lead score and if the action move the lead further away from conversion, then it adds a negative value. Once you add up all the values from each action, the result is your lead score which tells you how close your lead is to converting.

### How to set up Lead Scoring in Platformly?

1. Click on your profile icon at the top right of the page and select **Setup**.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/lead-scoring-1_1vqfqm9.png)

2. Once on the Setup window, select the **Scoring** tab. You will then be able to see all the lead scoring rules that you have set up.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/lead-scoring-2_6b324a.png)

3. To create a new lead scoring rule, click on the blue + button at the top right of the page.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/lead-scoring-3_1obpqvc.png)

4. A modal window will open up on the right, where you can then select the project, the action and set the score to be attributed to a contact when the selected action occurs. There are various actions available from the dropdown menu, for example, when a contact is created, when a contact opens an email, when a contact clicks on an email link, when a purchase has been made and so on. 

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/lead-scoring-4_1v2kr6s.png)

5. For example, you could create a rule that gives a contact 10 points anytime the contact click on an email link you send them, and the points degradate daily at a rate of 10%. 

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/lead-scoring-5_e8o5uh.png)

6. You can also setup negative scoring, for example, you could create a rule that deducts 1 point every time a purchase is cancelled.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/lead-scoring-6_1gm6bki.png)

7. To check the lead score for a contact, simply select the **Contacts** tab and you will see a score column for all your contacts. If you open up the specific contact, you will also see the lead score under current stats.

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/lead-scoring-8_zkewzv.png)

![](https://storage.crisp.chat/users/helpdesk/website/38fcf8f7d7ddec00/lead-scoring-9_ii8t0x.png)

That's how you can setup lead scoring to automatically qualify your leads in Platformly.