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I am relatively new with this marketing tool and would like to understand better how marketing is done to leads and contacts. Marketing activities cannot be done to leads, right? Scoring is not done on contacts? How does the data flow between contacts and leads then? If we gather data on a lead, does that show on the contact associated with that lead?
Example:
A person fills out a form to download a whitepaper. That form fill will give the person +5 points according to our scoring model. That same person will then visit our main webpage and gets +1 point. Lucky us, the person also wants to subscribe to our newsletter and gets additional +5 points.
Where is this data shown? On a lead or on a contact? What if the person fills another form, does that create a new lead or does it add points to the existing one?
Another question: we want to have the scoring model in place but at this stage do not want the sales qualified leads to go to sales. Marketing wants to pre-screen those before deciding whether those actually are good leads for sales. How is this done?
I have tried to search for a data flow process description (a picture preferably) from the documentation but have not been able to locate one. Can you help?
Thanks in advance,
Tuija
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