Lead Scoring Rules

Open Leads and select Lead Scoring Rules. Active rules add or subtract points when a lead matches their conditions.

Choose status, source, priority, company, email, phone or estimated value. Select a comparison, enter its value and whole-number points, then select Add Scoring Rule.

Comparison values can contain up to 255 characters. Greater Than and Less Than require a number, including zero. Contains requires a nonempty value. Is Set and Is Empty do not use the comparison value. Negative points subtract from the score.

Use Edit to change a rule or make it inactive, then Save. Cancel closes the editor without saving. Delete asks for confirmation. Select Recalculate All after changing rules to update existing lead scores; on mobile this action is in More.