Account scoring

Users can prioritize their accounts in HubSpot using the account scoring feature and the Buyer Discovery intent signals.

Here are the steps:

1. In your HubSpot instance, using the search button search “Company properties”

2. In the Company properties section, select “Create property”

3. In the Create a new property pane, for the Label write in “Account Score”, and click Next

4. For Field type, select Score, then click Build score

5. Under Positive, click add criteria, change the score value to 5, and select Filter type as company properties, then search and select Buyer Discovery Engagement, then select is equal to any of “High” or “Very High”, and click Update filter

6. Again under Positive, click add criteria, change the score value to 5, and select Filter type as company properties, then search and select Buyer Discovery Product Awareness, then select is equal to any of “High”, and click Update filter              

7. Again under Positive, click add criteria, change the score value to 10, and select Filter type as company properties, then search and select Buyer Discovery Purchase Intent, then select is equal to any of “High” or “Very High”, and click Update filter 

8. Again under Positive, click add criteria, change the score value to 1, and select Filter type as company properties, then search and select Buyer Discovery Engagement, then select is equal to any of “Very Low”, “Low”, or “Medium”, and click Update filter

9. Again under Positive, click add criteria, change the score value to 1, and select Filter type as company properties, then search and select Buyer Discovery Product Awareness, then select is equal to any of “Low”, or “Medium”, and click Update filter          
   
   
   

10. Again under Positive, click add criteria, change the score value to 5, and select Filter type as company properties, then search and select Buyer Discovery Purchase Intent, then select is equal to any of “Very Low”, “Low”, or “Medium”, and click Update filter                       

11. On the Create property pane, click Save

12. Now under the Companies tab on the main grid, you can edit columns d add Account Score. Then, you can order by Account Score to see the most prioritized accounts based on Buyer Discovery intent signals