Score every lead

Why use this

You score every lead automatically so sorting and routing run on data, not gut feel.

Benefits:

• Drives auto-routing and prioritization
• Preview rule impact before save
• Bulk recompute for existing leads

Who this is for: Owner, Member. Time to complete: ~10 minutes. You''ll need: A sense of what makes a good lead.

Outcome

Every lead has a score that drives sorting and routing.

Steps

1. Open /scoring-rules.
2. New rule. Pick conditions and points.
3. Preview affected leads.
4. Save.
5. Bulk recompute to score existing leads.

What can go wrong

• Bulk recompute is slow: it runs in /queue.

Related

• help-scoring-rules.