What this does
Lead scoring assigns a numerical score to each contact based on their engagement and profile. Higher scores indicate contacts more likely to convert.
When to use it
Enable lead scoring when you have enough contacts that you need to prioritise which leads to focus on first.
How scoring works
Points are awarded based on:
- Profile completeness — contacts with phone, company, and job title score higher
- Activity engagement — contacts with recent calls, emails, or meetings get points
- Deal association — contacts linked to active deals score higher
- Recency — recent interactions score more than older ones
Step by step
- Go to Settings in the main menu
- Open the Lead Scoring tab
- Configure point values for each scoring factor
- Set score thresholds for Hot, Warm, and Cold labels
- Click Save
Reading scores
- Hot (80+) — ready for a sales call
- Warm (40–79) — engaged but needs nurturing
- Cold (0–39) — early stage or inactive
Tips
- Review and adjust scoring rules quarterly as you learn what predicts conversion
- Sort your contacts list by score to focus on the highest-value leads
- Lead scores update automatically as activities are logged