Lead scoring

Points for what a record says and for what has happened lately, added up into an ordinary number field you can sort, filter, report on and start flows from.

What you get

• Recent counts most — Activity rules count replies, meetings, calls, forms, clicks and opens within a window, up to a limit, and can fade by half every so many days, so last week's reply outweighs one from March.
• Just a number field — The score sits on the record like any number: sort a view by it, filter a list on it, report on it, or start a flow when it passes 50.
• Why is this 45? — A Why? button beside the score lists the rules that gave it its points. Nobody has to trust a black box.

Capabilities at a glance

• Field rules over the same conditions as lists and flows
• Activity rules: email opened, link clicked, replied, meeting, call, form filled in
• A window, a most-times limit and an optional half-life per rule
• Negative points to take some away
• A suggested set to start from
• Worked out for every record in the background, every few hours and straight away when the rules change
• Read-only on the record: it can't be typed over or imported
• Why? breakdown on the record, and from the assistant