Before you start
Things you need to know:
Contact scoring is included in the some account plans. To otherwise access Contact scoring, you can either upgrade your plan, or purchase Contact scoring as an additional feature.
To check which plan you're on, expand the User menu, then go to Settings > General > Usage. This takes you to the Usage page, which contains your plan's name.
Only account owners or users with the Can manage account permission enabled can add features to an account. If you're neither, then you need to speak to a team member who does have the required permission.
Add Contact scoring
The way the feature is added and charged for may differ depending upon your account's region.
Region | How it's added |
Europe (region 1) | Expand the User menu, then go to Settings > Contacts > Contact scoring
and follow the in-app instructions.* |
North America (region 2) |
or
|
Asia Pacific (region 3) |
or
|
*If your account is in Europe (region 1) and you don’t see the option to purchase Contact scoring in-app, then contact your Customer Success representative or fill out this request form, making sure that you specify Account Management as the query type.