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Lead Scoring ​

Lead scoring helps your team prioritise the most engaged and valuable prospects. Bsynced CRM calculates a score automatically based on behavioural signals and profile data.

How the Score Is Calculated ​

Lead scores are numeric values (0–100) updated in real time as new signals are detected. The score is a weighted combination of:

SignalPoints
Form submitted+10
Email opened+5 per open
Link clicked in email+10 per click
Email replied+15
Multiple form submissions+20
Phone number provided+5
Company name provided+5
Valid business email domain+5

Scores above 70 are highlighted green (hot lead). Scores between 40 and 70 are amber (warm). Below 40 is grey (cold).

Viewing the Score ​

The lead score appears as a number badge on every lead card in the inbox. Clicking the score badge opens a breakdown panel showing which signals contributed and when.

Filtering by Score ​

On the Leads Inbox, use the Score filter to show only leads above a specific threshold. For example, filter to Score > 60 to see only hot leads ready for a sales conversation.

Manual Score Adjustment ​

Admins and Managers can manually override a lead's score:

  1. Open the lead detail panel.
  2. Click the score badge.
  3. Click Override Score.
  4. Enter the new value and a reason.
  5. Save.

Manual overrides are logged in the lead's activity history.

Lead Signals Panel ​

Inside each lead's detail view, the Signals section lists every detected signal with a timestamp:

✔ Form submitted         14 Jun 2024, 09:42
✔ Email opened           14 Jun 2024, 10:15
✔ Link clicked           14 Jun 2024, 10:16
✔ Email replied          15 Jun 2024, 08:30

Use scoring to prioritise outreach

Sort the Leads Inbox by score (highest first) and have your sales team work through the highest-scoring leads each morning. Leads that have clicked a link and replied are the most conversion-ready.

Inbound vs. Outbound Leads ​

Inbound leads (those who came to you via a web form or email reply) tend to score higher than outbound leads. The Inbound badge on a lead card helps you differentiate at a glance.

Outbound leads start with a lower base score and rely on engagement signals (email opens, replies) to climb the score ladder.

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