Lead Scoring
Lead scoring automatically assigns a numeric score to each lead based on rules you define. Higher scores indicate warmer, higher-quality leads. Scores update automatically whenever a lead is created or modified.
How Scoring Worksโ
- You define scoring rules โ each rule checks a field and awards (or subtracts) points.
- When a lead is created or updated, all active rules are evaluated against it.
- Points from all matching rules are summed to produce the Lead Score.
- The score appears on the lead card, in the leads list, and can trigger automations.
Creating a Scoring Ruleโ
- Go to Settings โ Scoring Rules in the sidebar.
- Click New Scoring Rule.
- Fill in:
| Field | Description |
|---|---|
| Name | Descriptive name for the rule (e.g. "Has Email") |
| Field | Which lead field to check: email, phone, source, status, first_name, last_name |
| Operator | How to compare the field value |
| Value | The value to compare against (leave blank for "present"/"absent" operators) |
| Points | Points to add (positive) or subtract (negative) when the rule matches |
| Active | Enable or disable this rule |
- Click Save.
Available Operatorsโ
| Operator | Meaning |
|---|---|
| Equals | Field value exactly matches the given value |
| Does not equal | Field value does not match |
| Contains | Field value contains the given text |
| Is present | Field has any non-empty value |
| Is absent | Field is empty or null |
| Greater than | Numeric field is greater than the value |
| Less than | Numeric field is less than the value |
Example Rulesโ
| Rule Name | Field | Operator | Value | Points |
|---|---|---|---|---|
| Has Email | Is present | โ | +20 | |
| Has Phone | phone | Is present | โ | +15 |
| From Facebook | source | Equals | +10 | |
| No Last Name | last_name | Is absent | โ | -5 |
| Status Qualified | status | Equals | qualified | +30 |
Viewing a Lead's Scoreโ
The score is shown on:
- The leads list in the Score column
- The lead detail view
- Lead cards on the Kanban board
Using Score in Automationsโ
Use the Lead Score Crosses Threshold trigger or Score Greater Than / Less Than conditions in automations.
Example: When a lead score crosses 50, automatically assign them to your senior sales rep.
Manual Score Adjustmentโ
You can manually set a lead's score on the edit form. Scoring rules will still recalculate and add/subtract points on top of the manual value the next time the lead is saved.
Deactivating a Ruleโ
Go to Settings โ Scoring Rules, edit the rule, and toggle Active off. Deactivated rules are not evaluated but are kept for future re-use.