Lead scoring
Turn behavior into a simple score and hot, warm, or cold labels—then refresh scores, browse contacts, and target audiences.
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.
Lead scoring in Leadara — see scores, refresh, and use themTutorial · 2–4 min · Not recorded yet
Script to read
Hey everyone — in this video I want to show you lead scoring in Leadara: how to make scores visible on real contacts, refresh them when you need to, and where they show up day to day.
I’ll start from Lead scoring in the dashboard. Here you can create a model, name it, and turn rules on or off. The important thing for your team is: this model is what powers the number and the hot / warm / cold label you’ll see next to people.
Once rules look right, I’m going to hit Recalculate all contacts. That walks through everyone in the workspace and writes fresh scores. On a big audience this can take a little while — that’s normal. When it finishes, you’ll also see when the last bulk recalculation happened, so you know how fresh the data is.
If you turned on automatic recalculation on the model, the product will keep scores updated on a schedule you chose — you don’t have to remember to click the button every time.
Now let’s look at People. In the toolbar there’s a scoring model picker. When I choose a model, the table gets a Score column and a badge for hot, warm, or cold. If we have more than one active model and you don’t pick one, we won’t guess — pick the model you care about so the column always matches your intent.
I’ll open someone’s profile. There’s a card for lead score: the number, the classification, which model it’s for, and when it was last calculated. If something changed — new activity, new rules — I can tap Update score for just this person instead of recalculating everyone.
For trust and debugging, I can expand breakdown and see how the score was built from the rules. That’s useful when a teammate asks “why is this person hot?”
Back on the scoring model, the Scored contacts tab lists people with scores for this model, so you can skim hot leads without building a report first.
Finally, in Segments, you can add a condition on lead score for a chosen model — for example score between two numbers, or classification is hot. That audience then behaves like any other segment for campaigns and journeys.
That’s lead scoring in Leadara: configure once, see it on contacts, refresh when you need to, and optionally let it stay fresh automatically.
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.