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Lead Score

Lead Score estimates the likelihood that a sales lead will convert (or that the opportunity is strong) based on the conversation.

Choose one: - Numeric (0–100) with thresholds (Cold/Warm/Hot) - Dropdown (Low/Medium/High)

Recommendation: Use 0–100 numeric if you want fine-grained ranking and threshold flexibility. Use Low/Medium/High dropdown for simplicity and cleaner dashboards.

Lead Score Dashboard

Figure: Lead Score dashboard showing distribution and trend.

EDITOR NOTE: lead score scale

Ask stakeholders (choose one):

  • A) 0–100 numeric
  • B) 1–5 numeric
  • C) Low/Medium/High dropdown

Best-guess recommendation:

  • Use 0–100 if you want fine-grained ranking; otherwise use Low/Medium/High for simplicity.

Configuration overview

  1. Create/verify Lead Score field (numeric or dropdown)
  2. Enable prebuilt Lead Score AI Task or create a tenant task
  3. Add filters:
  4. apply only to sales calls/queues
  5. Validate with a sample set and sales stakeholders

Prompt recommendations

  • Define what signals a strong lead (budget, timeline, authority, need)
  • Require explanation and evidence
  • Use Unknown when insufficient information