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.

Common actions

1. Configure source weights — assign a score value to each lead source.
2. Configure zone weights — assign scores to geographic zones and cities.
3. Configure industry weights — assign scores by sector.
4. Configure employee-count and turnover bands — higher bands typically yield higher scores.
5. Configure designation weights — decision-maker titles score higher than influencer titles.
6. 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