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Lead scoring in practice: whom to call first

When there are more leads than calls, scoring helps set an order. This article shows what kind of scoring works for a small team.

Published: · By the HelloTeam CRM team

What to score

  • A form filled in: strong intent.
  • A click on a link to a pricing or product page.
  • An email open: a weak signal, few points.

Let points expire

A click six months ago says little today. When points expire, the list shows current interest. In HelloTeam rules carry an expiry period, and scoring is on by default.