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Lead Scoring in Housing Market CRM — Prioritise Hot Leads

Tutorial 25 of 181 · 32 s

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Lead scoring, part of the Housing Market CRM Pro plan, gives every lead a score from 0 to 100 so you can see at a glance who to call first. The score is worked out from signals the CRM already has, such as how quickly the lead was answered, how engaged the person is and how recent their activity is. This tutorial finds the score badge on the Tasks board, opens the breakdown to see what makes up a score, and shows the "Contacts ready to transact" panel that brings the hottest people to the top.

In this tutorial you will learn

  • Where lead scores appear
  • What a score from 0 to 100 means
  • How to see the breakdown of a score
  • How to use scores to plan your day

Follow along: the steps

  1. Open Tasks, your lead board.
  2. Each lead shows a score from 0 to 100.
  3. Click the score to see the breakdown.
  4. Response speed, engagement and recent activity all count.
  5. Contacts ready to transact lists your hottest people.
  6. Call the highest scores first when time is short.