Configure Lead Scoring

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2 min read

Saphyte’s Automated Lead Scoring helps you prioritize your leads by applying score conditions to identify which leads have the most potential to progress into a closed sale.


Configure Lead Scoring

1. Go to the Sales tab.

saphyte sales tab

2. Go to ‘Lead Scoring’ and click on the ‘General‘ tab.

saphyte lead scoring tab

3. Under the General Tab, you can assign the category for your lead score (for example Hot, Warm, Cold leads). Start by clicking ‘Add Category’.

saphyte add lead scoring category

4. Fill out the category name, minimum score, maximum score, and assign a color for this specific lead category. If you want to remove the category, just click the ‘bin’ icon.

saphyte add lead scoring category name

5. Once done, click ‘Save Changes’


Display Lead Score

To display the lead score and enable it in your clients’ sections, toggle the switch for each of the settings. Choose how to display your lead score among the three options:

  • Display score only
  • Display category name only
  • Display both category name and score
saphyte display lead scoring configuration