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Salesforce Lead Grade

When you connect MadKudu to Salesforce, you can create custom “Lead Grade” field to route leads.
This field is a combination of MadKudu’s customer fit and likelihood to buy models

How to create the Lead Grade field in Salesforce

  • Head to your Salesforce setup section to create a custom Lead field as follow

  • In the simple formula code block, paste the code below

  • Add the field to your Lead Layout and views

Frequently Asked Questions

Can I edit the definition of an A,B,C D lead?

Absolutely! You can edit the conditions in the code you’ve pasted in the formula to refine your definition of the grades.
Editing the formula modifies the grades on all open leads.