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Lead scoring: let hot leads rise to the top
Answer: Lead scoring ranks leads automatically so hot ones rise to the top. You build point-based rules, set the threshold that marks a lead hot, and scores recalculate automatically.
Build point-based scoring rules, set the trigger thresholds, and recalculate scores automatically so your team always works the hottest leads first.
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Lead scoring turns 'who do I call first' from a gut feeling into a number. 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.
Understand how scoring works
- Each rule has a trigger (a condition on the lead, like source, status, or a field value) and a point value — positive to reward, negative to penalize.
- 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.
Build your scoring rules
- 1Open the Lead Scoring view.
- 2You'll see default rules to start from — edit them to match your business.
- 3Add a rule: pick the trigger condition and set how many points it adds or removes.
- 4Toggle each rule on or off as needed.
- 5Use Recalculate to apply the rules to all 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: a demo request is worth far more than a pricing-page visit. And include a decay rule so stale leads cool off instead of sitting at the top forever.
What scores are used for
- Pipeline cards are color-coded by score, so hot leads visually jump out on the board.
- Automations can react to a score threshold — for example, notify the team when a lead crosses 60 points (see the Automations tutorial).
- Filters in the Leads view let you show only leads within a score range.
- Analytics reports your average lead score over time.