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            Include Engagement Signals in Your Qualification Evaluation

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            Include Engagement Signals in Your Qualification Evaluation

            Engagement signals, if configured by your company, can be important data points for your agent to use when rating a lead, contact, or a person account. Update the Qualified record prompt in Prompt Builder to include references to engagement signals and history.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.

            Here’s an example of customizing the Qualify Lead prompt template instructing the agent to consider additional data.

            Note
            Note The bold text represents the parts of the prompt template that were customized for this use case.

            Prompt Template

            Example
            Example

            Qualification Rating Definition:

              Hot - This prospect is "Qualified." They may have buying intent, are highly
          engaged, and are ready to talk to sales. They will have a valid engagement signal for product browsing represented by:
          {!$User.Contact.

            Product Browse Engagement}

              They may have explicitly mentioned wanting to meet with the Sales Team, have agreed to
          scheduling a meeting, or have over 2 interactions. Also, the majority of information from
          their Lead Record matches with the ICP. Also, the Lead Record has all information
          regarding the fields from Define Required Field.
              Warm - This prospect is "Qualified". They do show some interest. They may have over
          1 interaction or have agreed to meeting with the Sales Team (without explicitly asking for
          the meeting). There may also be little information from their Lead Record that matches
          with the ICP. Also, the Lead Record has all information regarding the fields from Define
          Required Field.
              Cold - This prospect is "Not Qualified". The Lead Record has at least one missing
          field. They may have said "no" to scheduling a meeting, or show little interest in the
          conversation or in purchasing. Also, little to no information from their Lead Record
          matches with the ICP.
             
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