0️⃣ What Is a Customer’s Match Percentage?
A Customer’s match percentage is determined by their answers on one of your Profiling forms. Each answer they give adds up a certain number of points, and Lineup tallies them up for you to give the Customer a match percentage. This tells you how well they match the ideal profile for a certain Meeting Type!
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💡 Something you should know
- This percentage depends on the maximum number of points a customer can get for each profiling form. This has to be set up in the Profiling settings for each individual Profiling form.
- If you want more in-depth information about the responses a customer has given to your Profiling forms, you can find a step-by-step on how to do this by reading Viewing your customers' profiling responses.
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1️⃣ Finding It in a Customer’s Profile
Step 1: Locating the Customer whose match percentage you want to see
- Head over to your Customers page.
- Find the Customer whose score you want to see on the left-side navigation.
- If you don’t immediately find them, and you have a large customer base, it might be easier to search for their name using the search bar.
Step 2: Viewing their score
Their score will appear in two places: on the left-side navigation, and next to their name on their main profile.
2️⃣ Finding It in Your Calendar
Step 1: Choosing a Meeting
- Go to your Calendar page.
- Click on any Meeting.