Scoring Models – RevOS Documentation & Support

Getting Started
- First steps
  - HubSpot connection
  - Creating first scoring model w. HubSpot
Reference / User Guide
- Model Management
  - Model Page Overview
  - Filters and Views
  - Formula Columns
- Advanced Workflows
  - Enrichements
- Scoring
  - Numeric Values Scoring
  - Date Values Scoring
  - Boolean / Checkboxes Scoring
  - String Values Scoring
  - Total Score
- AI Actions
  - E-Mail Validator
  - First & Last Name detection and enrichment
Scoring Models
- Deal Scoring
  - Customer Profile Fit
  - Engagement Score
  - Timeline Score
Admin & Security Guide
- Profile Management
  - How do I change my profile settings?
  - How trial works?
  - How to update billing information & see invoices
- Security
  - Security and Networking
Integrations
- Customer Relationship Management (CRM)
  - HubSpot
  - Sync RevOS model data to HubSpot
- Collaboration
  - Intercom
- Enterprise Resource Planning (ERP)
  - Oracle NetSuite
- Reporting (BI)
  - Power BI / Microsoft Fabric
  - Power BI Template
- Product Analytics
  - Amplitude
  - PostHog
- Others
  - WebHooks
  - Google Spreadsheets
  - Freshdesk
  - Jira
  - MySQL
  - Shopify
  - Pipedrive
More

Deal Scoring

Measures team and contact interaction.

Assesses deal progress efficiency.

Evaluates deal alignment with ideal customer profile.