Release Notes

Lead Scoring

Configure scoring tiers and automate notifications when leads engage with your team.

Enable Lead Scoring

When disabled, lead score calculations pause and all tiers are hidden from the dashboard and requests table.

Cold

All leads are considered COLD by default.

Warm

Mark leads as WARM if the score is more than points.

Hot

Mark leads as HOT if the score is more than points.

Score Points Rules

Assign score values to customer activities. These points accumulate toward the thresholds above.