Lead Scoring
Lead Scoring ranks your contacts by how promising they are, so hot leads stand out. Scores appear on Contacts and Deals (with HOT / WARM indicators).
Configuring rules
Section titled “Configuring rules”Open Settings → Lead Scoring.
The page lets you configure the rules that control how lead scores are calculated. Rules are event-based — points are added as contacts take actions. When you save, existing customers are re-scored automatically, so a rule change applies retroactively.
Rules can also enable time-based decay. A daily background job runs for tenants with active decay rules so older positive events gradually lose points over time.
Related
Section titled “Related”- Contacts — where scores are shown.
- Deals
- Settings overview