Lead Scoring — how-to

<p>Bulk-score every contact in one pass. Profile-completeness scores fire for filled email + phone + name + company. Engagement scores look at the last 30 days of email opens and clicks. Job-title parsing detects C-suite (CEO/CTO/CMO) vs manager-level signals. Consent-source bonus weights form fills + Meta Lead Ads + SMS keyword opt-ins higher than CSV imports. Output: lead_score (0-100) + lead_grade (qualified / hot / warm / cold) on every contact, ready for sequence segmentation.</p> <h2>What it does - Engagement window: 30 days of opens + clicks (matches ESP active-recipient norms) - Role/seniority parsing — C-suite, VP, director, manager, lead, IC - Workspace-tunable grade thresholds (override DEFAULT_GRADE_THRESHOLDS) - Bulk-rescore the whole workspace from one CTA - Auto-rescore on enrichment + engagement events - Powers Sequences segment filters + Sales hot-lead lists</h2> <h2>How to use it 1. Open Contacts (scoring is built in). 2. OCCS scores each contact on profile completeness + recent engagement + role. 3. Sort and segment by lead score and grade (qualified/hot/warm/cold). 4. Tune the thresholds for your business.</h2> <h2>Good to know - <strong>Available on:</strong> Starter, Growth, Scale - <strong>Find it in the app:</strong> open `/contacts` - Scoring is included on paid plans with no per-seat charge.</h2>