Lead scoring

Lead scoring helps you see who is ready to hear from you right now. You define one or more scoring models with rules and thresholds; each contact gets a numeric score and a classification (hot, warm, or cold). Scores appear on the people list and on each person’s profile, so marketing decisions stay grounded in data—not guesswork.

What you can do

• Define models with rules and thresholds that match how your team thinks about intent.
• Recalculate all contacts from the model screen when rules or data changed.
• See scores on the people list and on each profile, with an optional per-person refresh.
• Browse scored contacts per model to focus on hot leads quickly.
• Build segments that filter by score or classification for a specific model.

How it works

• Each contact stores one row per model: score, classification, last calculated time, and a breakdown you can inspect.
• With more than one active model, pick which model to display on lists and profiles so labels stay meaningful.
• Automatic recalculation runs on an interval you set on the model, as long as the model stays active.

Tips

• After big rule changes, run a bulk recalculate so lists and segments align with the new logic.
• Use the breakdown on a profile when sales or leadership questions a score.
• Combine score segments with lifecycle or engagement conditions for tighter targeting.
• If scoring screens or scores suddenly fail to load right after your organization updates Leadara, whoever runs your deployment may still need to finish database updates for your workspace—once that’s done, refresh and try again.