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Lead scoring: flag 70+ as hot

Answer: On Pro/Business, lead scoring scores leads 0–100 from 13 default rules you can toggle and re-point. Pipeline cards flag 70+ as hot (a priority, not a close-rate); email alerts fire at 80+ when delivery is configured. Scores recalc after create, after source/status/value edits, and after email/WhatsApp/SMS send (last-engaged).

On Pro/Business: toggle and re-point 13 default scoring rules, then recalculate. Pipeline cards flag 70+ as hot; email alerts fire at 80+ when delivery is configured.

Lead scoring turns a gut feeling into a number. On Pro/Business, LeadFlow applies point-based rules to every lead — for example, '+20 if the source is a webinar' or '−10 if there's been no activity in 30 days' — and the total is shown everywhere from the lead list to the pipeline cards. Pipeline cards flag 70+ as hot; that is a priority, not a close-rate.

Understand how scoring works

  • Each rule has a fixed trigger (source, stage, deal value, corporate email, or recency) and a point value you can edit — positive to reward, negative to penalize. You cannot add custom triggers.
  • Rules can be enabled or disabled per line, so you can turn a rule off without deleting it.
  • Every lead's score is the sum of all enabled rules that match it.
  • Score changes are logged as activities, so you can see why a lead's score moved.

Tune the default scoring rules

  1. 1Open the Lead Scoring view.
  2. 2You'll see 13 default rules — toggle each on or off and change how many points it is worth.
  3. 3There is no add-rule form; triggers are fixed (source, stage, value, corporate email, recency).
  4. 4Use Recalculate all scores to apply the rules to existing leads right away.
Pro tip: Start with 5–6 rules, not 20. A score you can explain beats a model you can't. Favor strong signals LeadFlow actually ships: source, stage, deal value, corporate email, recency. There is no pricing-page-visit rule. And include a decay rule so stale leads cool off instead of staying flagged 70+ forever.

What scores are used for

  • Pipeline cards are color-coded by score on Pro/Business and flag 70+ as hot.
  • Automations can react to a score threshold — for example, create a follow-up task when a lead crosses 70 points (see the Automations tutorial). High-score email alerts fire at 80+ from Settings → Alerts when delivery is configured.
  • Filters in the Leads view let you show only leads within a score range.
  • Analytics reports your average lead score over time (0 on Free until Pro scoring recalculates).

Next steps