Who can use this feature?
- Admins
- Available on all plans
Score settings allow you to enable the standard health score and activate/deactivate scoring for your accounts.
See Implement Unison for more details on configuration prior to enabling scoring.
- In Unison, click Settings from the left nav.
- Click Score Settings.
- Turn the Use Standard Health Score toggle to the ON position if you are using the standard health score.
If you are using a custom model, turn this to the OFF position to hide the standard scoring from all dashboards and reports. - Turn the Score Accounts toggle to the ON position when you are ready* to start scoring accounts.
*Before you start scoring accounts, ensure that you've completed the required steps. It's highly recommended to complete the recommended steps as well.
-
Required
- Connect your CRM or relevant data source
- Set up account tiers
-
Recommended
- Enable email and calendar integrations
- Connect your call recording tool
- Connect your support ticketing system
- Review the weighting of each grade and the rolling time windows used for calculations
-
Required
- Click Save Changes.
Unison will start scoring accounts immediately. If you pause account scoring at a later time, the last score will still display on accounts.