Tools → Lead Scoring ranks the top 200 live contacts you can see.
The bands
- Hot — 70 and above
- Warm — 40 to 69
- Cold — below 40
What moves the score
- Replies: emails, calls and texts received from the contact
- Meetings held (+10 each, up to three)
- Your own calls and emails (small points, capped)
- Deals: having a deal, and a bigger bonus for a won one
- Status: qualified, proposal, negotiation and won all add points
- Having an email address and a phone number
- Unanswered calls subtract points
- Archived contacts score 30% of normal; contacts who opted out of every channel score 0
Important
Scores are recalculated only when you click ↻ Recompute Scores, and only for contacts you can see. They do not update by themselves.