Lead scores: call the best leads first

What the score means

The score is a plain points system, not a guess: it says how worth a call a lead is right now, and the reasons are shown beside it as chips, with a Hot, Warm or Cold label. It is recalculated whenever something happens on the lead — a call, an outcome, a follow-up change, a repeat enquiry — and refreshed regularly so time-based points fade on their own. Won and lost leads score 0, because there is nothing to call about.

• Raise it: New, not called yet (strongest in the first 48 hours) · Follow-up overdue · Follow-up due soon · Answered recently · Asked again · Late stage
• Lower it: Several unanswered calls in a row · Called in the last 2 hours, so a number is not called again and again

The queue serves the highest score first

Start calling hands you the open lead with the highest score, then the soonest follow-up, then the fewest attempts — still only leads in open stages that are under the attempt limit. A lead you just called drops down for a couple of hours by itself, so the queue moves on instead of offering it again.

Best to call now

On the web, your home page has a “Best to call now” card: your own leads ranked by score, each with its reasons. “See all” opens the leads list in that order.

Sort any list by score

On the web, Leads → Order → Best to call first. In the Android and iPhone apps, switch on “Best to call first” on the Leads tab. Both sort by score, then by the next follow-up — useful when you have a few minutes between visits and want the call most likely to matter.

Read the reasons, not just the number

Two leads on 70 can need very different calls. “Follow-up overdue” is a promise you are late for — open with an apology. “New, not called yet” is a fresh enquiry — be quick and confirm what they asked for. “Asked again” means they came back on their own — they are still shopping, so do not lose them twice.