Lead Rating FAQ

How/where do I view lead ratings?

Clients can view lead ratings on both the individual lead record as well as on the lead list page.

How can I sort by Lead Rating?

On the Lead List page, click the Lead Rating column header to sort by rating.

Can I rate my own leads?

Lead ratings come only from user behavior data and cannot be adjusted manually. You can use Tags or the bookmark feature to easily categorize or highlight leads.

How often are lead ratings updated?

Lead ratings are calculated in real-time, but you might need to reload the lead list in order to refresh the lead data.

How is it calculated exactly?

Our system tracks all behavior from signed-in leads and feeds it into our lead scoring algorithm, which assigns scores based on the weight and recency of a lead’s various activity.