Features
Lead Scoring
Rule-based scoring engine for pipeline item prioritization.
Automated scoring assigns point values to pipeline items based on configurable rules, helping your team prioritize high value leads.
How it works
- Open your pipeline settings
- Enable Lead Scoring
- Define scoring rules based on field values
Each rule adds or subtracts points when a condition is met. The total score is computed automatically whenever items are created or modified.
Score rules
Rules evaluate field values and assign points. For example:
- "Deal Value" > $10,000 → +20 points
- "Source" = "Referral" → +15 points
- "Industry" = "Enterprise" → +10 points
Set a max score to cap the total.
Score decay
On Business+ plans, enable score decay to automatically reduce scores over time for stale items. Configure:
| Decay rate | How many points to subtract per interval |
| Decay interval | How often decay is applied (e.g., every 7 days of inactivity) |
Decay ensures that items which haven't been updated recently lose priority naturally, keeping your highest-scored items current and actionable.
Using scores
| Card colors | Bind card background color to score ranges in pipeline settings. Define color thresholds (e.g., green for 80+, yellow for 50-79, red for below 50) so high value items are visually prominent on the Kanban board |
| Stage sorting | Expand a stage header to sort items by score (highest first or lowest first). Sort controls appear when any item in the pipeline has a score |
| Reporting | Scores feed into pipeline analytics and can inform forecast weighting |