Understand Lead Scores

Understand Lead Scores

Lead scoring summarizes selected engagement signals into a relative indication of interest. It helps prioritize attention but does not prove intent, budget, or consent.

Where to find it: Admin → Pipeline → Contacts and Insights → Analytics

What to do

1. Open a high-scoring contact and review the actual activity behind the score.
2. Compare recent actions, repeat visits, saved items, appointments, and communication.
3. Use the evidence to choose an appropriate, human follow-up.
4. Keep stage and notes accurate; do not move someone solely because of a score.

Good to know

• A low score can still belong to an important offline client.
• Scores can change as new activity arrives or older activity becomes less relevant.