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🧲 Lead

To access Lead:
➡️ Go to Settings → System Configuration → Lead from the Top Bar.

📊 Lead Score​

note

Lead scoring ranks potential customers based on their engagement and interest, helping sales teams prioritize the most promising leads.

Click to view Formula for Total Lead Score (TLS):

TLS = (MRS × MRW) + (LSS × LSW) + (LStS × LStW)

Where:

  • MRS – Marketing Response Score
  • MRW – Marketing Response Weightage
  • LSS – Lead Status Score
  • LSW – Lead Status Weightage
  • LStS – Lead Stage Score
  • LStW – Lead Stage Weightage

🟢 1. Lead Status​

Represents the current state of a lead in the sales process. Each status reflects how engaged or interested a lead is.

➡️ You can add, delete, or modify lead statuses as needed, and update their scores.

Lead Status Configuration
Lead Status Configuration

🟣 2. Lead Stage​

Shows where a lead is in the buyer journey — from acquisition by marketing to qualification and handoff to sales.

➡️ Update scores, assign color indicators, and save changes.
➡️ Color indicators are reflected in the Lead List table.

Lead Stage Configuration
Lead Stage with Color Indicators

📧 3. Marketing Response​

Measures how engaged a lead is with marketing activities.
You can manage and update scores for activities such as:

  • Asset Download
  • Contact Us Form Submission
  • Dynamic Form Submission
  • Email Bounced
  • Email Link Clicked
  • Email Marked Spam
  • Email Opened
  • Landing Page Visits
  • Unsubscribe Link Clicked
  • View in Browser Clicked

➡️ Updated scores are reflected in the Lead Score column of the leads data table.

Marketing Response Lead Scoring
Marketing Response Lead Scoring

⚖️ 4. Weight Allocation​

Adjust the weightage of each scoring factor as required. Update the percentage values and save changes.

  • Marketing Response Weightage (MRW)
  • Lead Status Weightage (LSW)
  • Lead Stage Weightage (LStW)
Lead Score Weight Allocation
Weight Allocation for Lead Scoring

🧮 5. Lead Score​

View the Total Lead Score (TLS) dynamically based on selected Lead Status, Lead Stage, and Marketing Response.

TLS=(MRS×MRW)+(LSS×LSW)+(LStS×LStW)TLS = (MRS \times MRW) + (LSS \times LSW) + (LStS \times LStW)
Lead Score Calculation
Total Lead Score (TLS) Calculation

👥 Lead Assign​

The Lead Assign section contains two modes:

    1. Shark Tank Max Leads Assign 📌
    2. Shark Tank Duration ⏱️
    3. Shark Tank Reminder 🔔
Shark Tank Lead Assignment
Shark Tank Lead Assignment
tip

➡️ After entering values, click Update to save and apply the changes.

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🟢 Lead Status​

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Defines the current state of a lead or customer interaction in the sales process.

Fields:
  • Name – Title of the lead status .
  • Score – Numeric value indicating priority/quality.
  • Color – Visual indicator for quick identification.
  • Description – Explanation of the status meaning.
  • Active/Archive (Toggle) – Mark as active or archive.

Actions:

Click Save to store the entry after filling in all details.

Lead Status Management
Lead Status Management

🏭 Lead Industry​

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Represents the industry in which the lead’s company operates.

Fields:
  • Name – Industry label

Actions:

Click Save to store the entry after filling in all details.

Lead Industry Configuration
Lead Industry Setup

🌐 Lead Source​

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Identifies how a lead was acquired (e.g., marketing campaign, referral, online inquiry).

Fields:
  • Name – Source label

Actions:

Click Save to store the entry after filling in all details.

Lead Source Configuration
Lead Source Setup