Work with leads and scores

Every customer the assistant or your forms captured is a lead under Leads.

The score

Each lead has a score from 0 to 100. Open a lead to see the points behind it, for example buying intent, a booking request, being in your service area, or leaving a phone number. The same inputs always give the same score.

To change how many points each signal is worth, go to Agent settings → Lead scoring, adjust the points, and use Preview on your recent leads before saving.

Status

Use Change status to move a lead along, for example from New to Contacted, Qualified, Booked, Won or Lost. Follow-ups stop automatically when a lead is closed.

Export

People with export permission can download leads as CSV. Every export is recorded in the audit log.