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Lead Scoring Builder

Decide which signals matter and how many points each is worth. Set the cut-offs for Hot, Warm and Cold, try the rules on an example lead and export them for your CRM.

Scoring rules

Highest possible score:

Categories

Example lead
0
points
Cold

Export

Use these rules in your CRM


   

    
    
    
   

  

 







 

  
How to use it
  1. Start from a preset or build your own criteria.
  2. Give each option a number of points. Use negative points for bad signs.
  3. Set the cut-offs for Hot and Warm leads.
  4. Test an example lead, then export the rules.

  
Common questions
How many criteria should I use?
Five or six clear signals are usually enough. More makes the score hard to explain and maintain.
Are the preset points correct for my business?
No. They are starting points. Adjust them using what you know about which leads actually become customers.
Does this score leads automatically?
No. It designs the rules and tests them on an example. You then enter the rules in your CRM or spreadsheet.