Help · Lead Qualification
Lead Qualification
Turn raw leads into prioritized, owned opportunities — scoring, A–D grading, routing rules, and territories.
Set up lead scoring rules
Add positive and negative rules across intent, firmographic, and behavioral signals so every lead gets a transparent 0–100 score and A–D grade.
Route leads to the right rep
Priority-ordered routing rules that assign every new lead to a fixed rep, a round-robin pool, or by territory — with a default owner.
Lead grades & lifecycle stages
The A–D grade thresholds and how a lead moves through lead → MQL → SQL with server-enforced legal transitions.
Set up sales territories
Build a territory hierarchy with effective dates, priorities, and managers, then auto-route leads, companies, and deals with a full audit trail.
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