Qualification Rules
Not all leads are equal. Set up scoring and qualification rules to prioritize hot leads, auto-route to the right rep, and filter out bad fits.
Setting Up Lead Scoring
What is lead scoring? A system that assigns points to leads based on their characteristics and behaviors to predict their likelihood to convert.
Scoring Criteria Examples
Score Thresholds
Qualification Questions
Add qualifying questions to your forms to gather BANT information:
What's your budget for this project?
What's your role in purchasing decisions?
What challenge are you trying to solve?
When do you need a solution?
Auto-Routing Rules
Route Leads Automatically
Round Robin Distribution
For leads that don't match specific rules, distribute evenly across your sales team using round-robin assignment. Ensures fair lead distribution.
Hot Lead Alerts
Never Miss a Hot Lead
When a lead scores above your hot threshold, get instantly notified:
Disqualification Criteria
Automatically filter out leads that don't fit your ideal customer profile:
Tip: Disqualified leads aren't deleted — they're archived. You can review and reactivate them if your criteria change.