Lead scoring

Lead scoring assigns each lead a numeric score from rules you define, then classifies leads as Hot, Warm or Cold based on thresholds. Higher scores surface your most engaged prospects.

How it works

• You create scoring rules — each adds or subtracts points when a condition on a lead field is met.
• A lead’s points sum to its score.
• Thresholds map the score to a classification (Hot / Warm / Cold).

Set up scoring

1. Open Lead Scoring.
2. Add scoring rules (see “Creating a scoring rule” below for the exact fields).
3. Set classification thresholds (see “Lead Classification”).
4. Choose global settings: Recalculate scores daily, Score decay, and Send notifications on score changes.

Creating a scoring rule

1. Choose to add a criteria/rule.
2. Give it a Rule Name (“Enter a name for this scoring rule…”).
3. Pick the Field to evaluate, an Operator, and a Value (some operators need “No value needed”).
4. Set the points: Add Points or Subtract Points with a Points amount.
5. Save the rule.

Lead Classification

Under Lead Score Classification, set the Hot Lead Threshold, Warm Lead Threshold and Cold Lead Threshold. Leads are labeled Hot / Warm / Cold as their score crosses these.