Configure lead scoring rules
Admin or Marketing User defines scoring rules that automatically adjust lead scores based on field matches, activities, and email engagement.
When this happens: You go to Marketing — Lead Scoring — Add Rule.
Step by step
- 1
Go to Lead Scoring configuration.
EasyCRM shows existing rules with columns: Rule Name, Condition Type, Condition, Points, Frequency (Once/Every Time), Enabled.
- 2
Click Add Rule.
EasyCRM shows rule form: Condition Type (Field Match, Activity Performed, Email Engagement, Inactivity), Condition (specifics per type), Points (−50 to +50), Frequency (Once or Every Time).
- 3
Configure a rule, e.g.: Type = Email Engagement, Condition = Clicked link in email, Points = +5, Frequency = Every Time.
- 4
Click Save.
Rule saved and active immediately for real-time triggers. Inactivity rules evaluated nightly.
Other paths
Configure mql threshold
Go to System Configuration — Lead Scoring. Sets MQL Threshold (1–100, default 50). New threshold applies to all future score evaluations.
Disable a rule
Toggles a rule to Disabled Rule no longer evaluated. Existing scores are not retroactively changed.
If something goes wrong
Points out of range
Points value outside −50 to +50. EasyCRM shows: Points must be between −50 and +50
Good to know
- Score range is 0–100 (clamped at boundaries).
- Rules are evaluated in real-time for events and nightly for inactivity.
- MQL auto-qualification does not fire for "Disqualified" or "Converted" leads.
- Score history is immutable and append-only.