Leads
Bookmarks:
Display modes
There are five main lead scoring ranks:
- Hot: the lead has a high percentage rank of conversion (80%)
- Warm: the mid-rank score (50%)
- Cold: the low-rank score (20%)
- Frozen: likely a dead lead (0%)
- Converted: a lead has been successfully turned into an opportunity or directly into a paying customer.
You can view, update or change the above ranking scores in the Settings section.
The conversion happens automatically when a new opportunity, sales order, or invoice is created for the lead customer. Otherwise, you can manually change the customer type on the company card file.
When updating a lead or customer, you can set the Source. The Source is a company card file classification filter that is used for reporting and dashboard measurement charts.
Display modes
By default, the leads display comes with a vertical section showing each of the ranks. This makes it easy to see who is in what rank and provides a quick overview of where things are at.
You can click on the table icon located at the top right window to switch to the grid display.
