Contact Scoring

Contact scoring assigns a numeric score to each contact based on rules you define. Higher scores indicate more engaged or valuable leads.

How it works

1. You define scoring rules (e.g., “+10 points for having an email”)
2. The system evaluates contacts against these rules
3. Each contact gets a score visible on their profile and in the contact list
4. You can sort and filter contacts by score to prioritize outreach

Creating scoring rules

1. Go to scoring rules configuration
2. Click New Rule
3. Configure:
   • Name — what this rule measures (e.g., “Has company name”)
   • Points — how many points to award (positive or negative)
   • Conditions — when this rule applies

Example rules

Rule	Points	Logic
Has email address	+10	Contact has a non-empty email
Has company name	+5	Contact has a company field
Has phone number	+5	Contact has a phone field
No activity in 90 days	-10	No logged activities recently
Has open deal	+20	At least one active deal

Using scores

• Sort contacts by score to find your hottest leads
• Filter for high-score contacts when planning outreach
• Track trends — rising scores indicate growing engagement

Tips

• Keep scoring simple at first — 3-5 rules is plenty to start
• Review and adjust point values quarterly based on what actually predicts success
• Negative scores are useful for identifying contacts that need re-engagement