Assess records and apply reviewed scores in Intelligence desk

Before you begin

Choose the record and scoring model you intend to assess. A calculation is a proposal until you explicitly apply it.

Follow these steps

1. Open Intelligence desk and select the source, accessible record and compatible scoring model.
2. Run the assessment and read the fit, activity and total score breakdown. Inspect the reasons rather than relying on the total alone.
3. For a published model, choose Apply reviewed score if the result is appropriate. The action checks the reviewed model and profile revisions again.
4. Where offered and justified, choose Create follow-up task, review the task details and save through the supported native Tasks hand-off.
5. Open the record profile and shared task to verify the intended result.

Fields and options

Assessment

Uses the selected saved model and currently accessible record data.

Apply

Updates the supplemental Hub score; it does not change native lead status or convert a record.

Recommendation

A follow-up suggestion is explanatory guidance, not an automatic customer communication.

Rules and limits

• A changed model or profile can invalidate a reviewed result and require reassessment.
• A scoring assessment alone creates no email, task or workflow run.
• Native task access is checked separately from the Hub sales capability.

Check the result

• Confirm the saved score matches the assessment accepted by the server.
• Check any created task belongs to the intended native record and appears in the existing Tasks system.

If something does not look right

• For a conflict, reassess current data before applying.
• If task creation is unavailable, check both Hub sales and native Tasks creation permissions.

Common questions

Related tasks

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