Lead health score & Hot/Warm/Cold priority
Every lead in your workspace has two computed fields visible on the pipeline and the leads table:
- Health score — a number from 0 to 100
- Priority — one of Hot (score ≥ 70), Warm (40–69), Cold (< 40)
How the score is built
Four signals with a maximum of 100 points combined:
Response speed (max 30)
Faster first-touch vs. your SLA earns more:
- Contacted within 25% of SLA → 30 pts
- Contacted within 50% → 24 pts
- Contacted within SLA → 18 pts
- Contacted after SLA → 4–10 pts
Lead freshness (max 20)
Linear decay from 20 → 0 over 30 days. Yesterday's lead scores near 20; last month's near 0.
Pipeline progression (max 30)
- New → 5 pts
- Contacted → 15 pts
- Qualified → 25 pts
- Converted → 30 pts (and score is force-set to 100)
- Lost → force-set to 0
Recent activity (max 20)
Number of calls, emails, WhatsApp or note-based touches in the last 7 days:
- 1 activity → 8 pts
- 2 activities → 14 pts
- 3+ activities → 20 pts
Priority thresholds
The band mapping is fixed:
- ≥ 70 → Hot — this lead is warm-to-touch, prioritise today
- 40–69 → Warm — nurture with a call and a WhatsApp today
- < 40 → Cold — recycle, revive with a campaign, or archive
Manual override
Open any lead → the Priority & health card on the right shows a Manual override dropdown:
- Auto (from score) — default; priority follows the health score
- Pin as Hot / Warm / Cold — locks the priority regardless of score
Set the override back to Auto to un-pin.
Where scores update
Health is re-computed automatically whenever:
- The lead is created
- The lead is patched (status change, deposit set, etc.)
- An activity is logged (call, email, WhatsApp, note, status_change)
You'll see the number and colour bar shift in real time.
Real-time ranking of every sales rep in your workspace — by calls, meetings, conversions and deposits. Here's exactly how the score is built.
Never let a hot lead go cold — how the SLA engine flags stale leads and clears them automatically.
How sub-statuses give managers finer-grained visibility without cluttering the main pipeline.