Lead Scoring Basics

Lead scoring helps your sales team prioritize the hottest prospects by assigning a numerical value to their engagement.

Step 1: Create a Score Field

Go to Custom Fields and create a Number field called "Lead Score".

Step 2: Build Scoring Workflows

Create workflows that trigger on positive actions. For example, if a contact submits a form, use the Math Operation action to add 10 points to their "Lead Score" field. If they open an email, add 2 points.

Step 3: Prioritize

Create a Smart List in your CRM that sorts contacts by "Lead Score" descending. Your team can now start their day calling the people with the highest scores first!

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