Scoring leads

Score prioritize and dedupe leads based on your own criteria to make sure you only get in contact with the highest probability leads at a given company.

Scoring leads


When sending emails to potential customers you may have 10 or more contacts at a given company but you don't want to email all of them. To keep the sales process working effectively you probably only want to email the top few contacts at each company based on lead scoring metrics.


Use an Insert calculated score column step to add scoring rules for each attribute you're interested in. You can make as many rules as you want each searching for a keyword in a given column and assigning an applicable score. You can then use a Sort rows and a Remove duplicate rows steps to reduce your list to only the top scored leads from each company.