Contacts and pipelines

Lead scoring: find your hottest contacts

Scores come from rules. Change the rules and click Recompute Scores .

Give contacts points for what they do (messaging you, getting a deal), see Cold, Warm, Hot and Very Hot labels, and sort your list by score.

Before you start

You are the Owner or an Admin
Your plan includes Lead scoring. If the page shows an upgrade message, see Free plan and plan limits.

Click Settings in the sidebar (1), then Lead scoring in the Settings menu (2). Under Add New Rule type a Rule name (3).

The Lead Scoring Rules page with Settings, Lead scoring and the Rule name field marked 1, 2 and 3
Pick when the rule applies: First Message, Repeated Messages (3+), Deal Created, Deal Won, Recent Activity (7d), Inactive (30d) or Has Specific Tag. Set the points, then click the + button to add the rule. Each rule can be switched on or off, or deleted later.
Open Contacts. The Score column (2) shows each contact's points with a label: Cold (up to 20), Warm (21 to 50), Hot (51 to 80) and Very Hot (above 80). Click Recompute Scores (3) to recalculate everyone after you change your rules.

The Contacts page with Contacts marked 1, the Score column marked 2 and Recompute Scores marked 3
To work only on your best leads, open Advanced filters and set a Lead score range (see the panel below), then save it as a segment.

The Advanced filters panel, which includes the Lead score range

Why did a score change?

Scores follow your rules. Opening a deal, replying, or being inactive for 30 days can all change the points.

Can I set my own score for one contact?

Scores come from rules. Change the rules and click Recompute Scores.

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