Lead Scoring
Section: Customer Relationship Management
URL:/admin/scoring
Page title: Lead Scoring
Overview
Lead Scoring assigns a numeric quality score to each lead based on configurable criteria — source, geographic zone, industry, company size, turnover range, job title, and more. Higher scores surface the hottest leads for faster follow-up.
Business value
Prioritises inbound demand automatically so sales reps spend time on the leads most likely to convert rather than working the queue chronologically.
- Who uses it: Sales managers, SDRs, sales ops
- Key benefit: Focus rep effort on high-probability leads, increasing win rates and shortening sales cycles.
- Metrics it influences: Lead-to-opportunity conversion rate, average deal size, time-to-first-contact
Typical use cases:
- Weight enterprise leads (500+ employees, known industry) higher than SMB prospects
- Automatically flag leads from strategic geographies for expedited follow-up
- Calibrate scoring rules per quarter based on closed-won analysis
Accessing this module
From the admin sidebar, navigate to Scoring, or open the URL directly:
/admin/scoring
Configuration
Scoring rules are built from multiple dimension tables. Each dimension contributes a numeric weight that sums to the final lead score.
| Dimension | Examples |
|---|---|
| Lead Source | Inbound form, referral, cold call |
| Zone / Region | County, city, country |
| Industry | Manufacturing, IT, Retail |
| Number of Employees | 1–10, 11–50, 51–200, 200+ |
| Annual Turnover | Ranges in local currency |
| Job Title / Designation | CEO, Procurement Manager, IT Director |
Common actions
- Configure source weights — assign a score value to each lead source.
- Configure zone weights — assign scores to geographic zones and cities.
- Configure industry weights — assign scores by sector.
- Configure employee-count and turnover bands — higher bands typically yield higher scores.
- Configure designation weights — decision-maker titles score higher than influencer titles.
- View scored leads — scores are surfaced in the Leads list and can be used for filtering and sorting.
Source: crm-connect-main/app/modules/scoring