How to adjust lead groups

Each case has a set list of lead groups. Case managers and administrators can adjust lead scoring categories or add groups as needed. The dashboard supports up to five lead group categories. To add or adjust lead groups:

1. Select the case from the case list
2. Click the gear icon on the left navigation menu.
3. Click the “Lead Scoring” tab.

To add a new scoring category:

• Click the plus icon towards the top right.
• Type the category name in the "Name" field.
• Select an icon from the dropdown menu if desired.
• Click the "tags" section and select the tag{s) to include in the filter. (Note: If multiple tags are included, employees containing any of the individual tags will be included in the filter.)

To adjust an existing scoring category:

• Click the "Name" field to adjust or replace the name.
• Use the "Icon" dropdown menu to select a new icon.
• Click the tags section and select the tag(s) to include in the filter. (Click the x icon next to an existing tag to remove it.)
• Click the "x" to the right of a group to remove it.
• Use the horizontal lines to the left of a group then drag & drop to reorder groups.

Note: If multiple tags are included in a group, employees containing any of the individual tags will be included in the filter.

Note: Not all users have permissions to adjust lead groups. If you don't see the options referenced above, reach out to your case administrator.