Edit or delete lead scores

Once you've drafted or turned on lead scores, you can edit or delete them from the lead scoring home page. For example, your business has expanded to a new region, so you update your fit score to include that area when assessing good-fit companies.

You can also reset contact values for engagement scores using workflows.

Learn more about how the lead scoring tool works and how to build lead scores.

Manage existing lead scores

To edit or delete lead scores:

1. In your HubSpot account, navigate to Marketing > Lead Scoring.

2. In the table, view each score's name, status, associated score property, when it was created or updated, and which user created or updated it.

3. To search for a score, enter the name in the search bar.

4. To filter your scores by when their name or when they were created or last updated, click Advanced filters, then set up your filter criteria.

5. To view more information about a score's property, click the name of the property. You can view the basic property information and see where the property is used.

6. To edit a score, click the name of the score. Update the score criteria, inclusion/exclusion lists, or settings, then click Review and update if the score is already turned on, or Review and turn on if it's a draft.

7. To turn off a score, click the name of the score, then click Turn off. In the dialog box, click Turn off to confirm. Each record's last known value for the score will remain for the associated score property. 

   

8. To delete a score, hover over the score, then click Delete or Actions > Delete.

   • To delete the associated score property, select the Also delete score property checkbox.

   • Click Delete score to confirm.

Reset a contact engagement score

If a contact has been disqualified, you may want to reset their score. In this case, you can use a workflow to automatically reset an engagement score to zero based on certain triggers.

1. In your HubSpot account, navigate to Automation > Workflows.
2. Create a contact-based workflow.
3. Click Set up triggers, then select the enrollment triggers that'll decide when a contact's engagement score is reset. For example, any contact with an internal email address or with an associated deal moved to a closed lost stage.
4. Click the + plus icon to add an action.
5. In the left panel, click CRM, then select Reset marketing lead engagement score.
6. Select the score you want to reset, then click Save.
7. Finish creating your workflow and turn it on.

Once turned on, the selected engagement score will be reset when contacts are enrolled in the workflow.