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          Manage Intent Rules

          Manage Intent Rules

          The Intent Score indicates buyers who are showing strong purchasing intentions based on their actions in the digital and physical worlds. A higher Intent Score signals the interest and readiness of the account to move forward in the buying process. In Prospecting Center, you can turn on or turn off the Intent Score. By default, the Intent Score is turned off.

          Required Editions

          Available in: Lightning Experience
          Available with Sales Engagement, which is included with Sales in Performance, Unlimited Editions, Agentforce 1 Edition, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
          User Permissions Needed
          To give users access to the Sales Engagement app: Sales Engagement User

          Before you define the Intent Score rules, make sure that Intent Score and Prospecting Center are enabled.

          Add or modify the Intent Score rules, by adding points to each criteria, to calculate an Intent Score.

          1. Go to the Prospecting Center setup page.
          2. Click Configure next to Configure Account Scoring.
          3. Enable the Intent Score.
          4. Adjust the weights of the Engagement, Fit, and Intent Scores to make the Total Weight 100.
          5. Click Done
          6. To create an Intent Score rule, click New Rule next to Intent Score Rules. You can add or modify the criteria that’s used to calculate the Intent Score.
          7.  To edit or remove the points assigned to a specific criteria, click Edit button next to a rule.
            Intent Score rules in Prospecting Center
          8. To save your changes, click Publish.
           
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