Lead score is a numeric value assigned to both leads and contacts, that increases or decreases based on their engagement levels with your product. By configuring rules to calculate a contact’s lead score, you can use the score as an important filter criterion to prioritize contacts. For example, contacts with a high lead score may be most likely to close a deal while those with a low lead score have a slim chance.
Apart from lead score, custom views can also be used to narrow your search results to yield specific leads. As custom views can be created using a combination of multiple filters, finding the contacts who need your attention the most and prioritizing them becomes a cinch.
Using lead score
- You can sort contacts in the increasing or decreasing order of their lead scores by clicking the Lead score sort option from the Contacts list view page.
- You can use the Lead score filter to set ranges for the lead scores of contacts by selecting one of these conditions,
- All - This lists all the contacts irrespective of their lead scores.
- Is lesser than - This can be used to view contacts with lead scores below a specific value.
- Is greater than - This can be used to view contacts with lead scores above a specific value.
- Is equal to - This can be used to view contacts with lead scores that equal a specific value.
- Is between - This can be used to view contacts with lead scores that fall in a specific range of values.
Using custom views
- Freshsales offers 3 sample custom views that are based on the lead scores of leads. They are
- Active - Lists the contacts with lead scores greater than 70.
- Inactive - Lists the contacts with lead scores between 30 and 70.
- Slipping Away - Lists the contacts with lead scores lesser than 30.
- You can edit, delete and create new custom views using different filters.
- You can modify filters by changing filter criteria and also by adding new filters.
- Custom views can be shared with your team or made visible only to you.
Learn more about custom views.