Know who to call
before you open the list.
Lead Score reads three signals — when you last touched the lead, how urgent their timeline is, and how active they are on your site — and turns them into a single heat rating. Open your list and the people who need a call right now are already at the top.
Lead Score — what it does
Four Heat Levels
Every lead is rated Hot, Warm, Cool, or Cold, so a glance at your list tells you where to spend the next hour.
Real Touches Only
Scoring is driven by actual contact — notes, emails, and calls — not pipeline shuffling, so the heat is honest.
Timeline-Aware Decay
An ASAP lead cools in days; a long-horizon lead has weeks. The decay matches each lead’s urgency.
Site-Activity Boost
Recent property views nudge a lead warmer, so someone browsing your site tonight is on top of the list tomorrow.
At-a-Glance Tooltip
Hover any lead to see heat level, last touch, next reminder, and timeline together.
Always Sorted Right
Open the list and the people who need you most are already on top — no manual triage.
Quiet Leads Come Back
Set a window in days. A contacted lead with no communication and no pipeline movement past it returns to Hot and the assigned agent is emailed.
Automation You Control
Settings → Automations lists everything the CRM does on its own, each with its own switch. Switch off the re-ignite, the follow-up task, or both.
Lead Score questions answered
What makes a lead go Hot?
Three things: how recently you contacted them, how urgent their stated timeline is, and how active they are on your site. A brand-new lead is Hot until somebody makes contact, and a run of recent property views pushes a lead warmer. A lead parked off the pipeline — in Nurturing, Sphere or Past Client — is not chased: only its activity on your site can warm it up again.
What counts as a touch?
Real contact — a note, an email, or a call. Moving a lead through pipeline stages does not reset the score, so the heat reflects actual outreach, not busywork.
What happens when a contacted lead goes quiet?
After a window you set, a lead on the pipeline with no communication and no pipeline movement returns to Hot and the assigned agent is emailed, so a deal going quiet does not slip. The window is set in days under Settings → Automations.
Can I stop leads returning to Hot on their own?
Yes. Settings → Automations lists everything the CRM does on its own, each with its own switch — including bringing a quiet lead back to Hot and raising the follow-up task. Switch off either, or both. Team Leads set them; every agent can see the list.
Why do some leads cool off faster than others?
The decay is tuned to the lead's timeline. An ASAP lead cools within days of silence; a 1+ year lead has weeks before it cools; a Just Looking lead never goes Hot from silence alone.
Where do I see the score?
On every lead in the CRM, with a hover tooltip showing the heat level, last touch, next reminder, and timeline at a glance. An agent can also set the priority by hand and hand it back to automatic at any time.
