The Lead Scoring feature in ClearCRM allows users to assign points to leads based on their actions, helping businesses prioritize high-value prospects. This article explains how to create a new lead scoring rule.
Navigate to Lead Scoring
Click Marketing in the left menu.
Select Lead Scoring from the submenu.
Click the "Add New Point Action" button at the top.
Fill in the Rule Details
Name (Required) – Enter a name for the scoring rule.
Category – Select a category from the dropdown.
Published – Choose whether the rule is active (Yes is checked by default).
Description – Add a brief description of the rule.
Define the Trigger Action
Locate the dropdown labeled "When a contact...".
Choose one of the following actions that will trigger the score change:
Downloads an asset
Is sent an email
Opens an email
Submits a form
Assign Points
Enter the number of points to be added or deducted in the "Change Points (+/-)" field.
Additional Options
Add points by Country – Check this box if you want to assign points based on the contact's country (Unchecked by default).
Save the Rule
Click Save to finalize the scoring rule.
By setting up lead scoring rules, teams can focus on engaged leads and improve marketing effectiveness.
