Leads & pipeline
Score leads hot, warm or cold
Mark people as hot, warm or cold automatically so you call the keenest first.
Before you start
- You're an owner or admin.
The steps at a glance
Step 1 of 4
Tap Settings in the menu, then tap Lead scoring in the "Jump to a section" row (or scroll down to the Lead scoring box).
Turn on Lead scoring on or off.
Under When is someone hot?, set Hot from, Warm from and Cools down after (days quiet). Or tap Use recommended.
Tap Save.
✅ How do I know it worked?
- Leads show a Hot / Warm / Cold badge. Sort the Leads list by Score (highest first).
⚠️ Common mistakes
ProblemEveryone is cold.FixScores grow as people open emails, reply and book. Give it a few days, or lower Hot from.