Lead Quality Criteria – Setup

1. Feature Overview

Lead Quality Criteria lets you define rules that evaluate leads against your ideal customer profile and assign each lead a quality score between 0 and 10. This score helps you prioritize leads most likely to convert.

Rules are built around lead attributes (fields) that matter to your business. Each attribute is assigned a weightage, and value-based conditions determine the score assigned for each attribute. The final quality score is a weighted combination of all attribute scores.

To know more about leads, please refer to Lead Management – Feature Guide.

2. Prerequisites

You must be an administrator or marketing user to set up Lead Quality Criteria.

3. How It Works

1. You select the lead fields (attributes) that indicate lead quality for your business — for example, Location, Age, or 12th Grade Results.
2. You assign a weightage to each attribute to reflect its relative importance (for example, City at 50%, Results at 30%, Age at 20%).
3. For each attribute, you define value rules that map specific field values or ranges to a score out of 10.
4. LeadSquared evaluates each lead against these rules and calculates a weighted quality score between 0 and 10.

Once published, the quality score is visible on the Lead Details Page and on the Manage Leads page under Lead Quality.

4. Set Up Lead Quality Criteria

1. Go to My Profile>Settings>Lead Prioritization>Lead Quality Criteria.
2. Click Create, or edit an existing criteria.
3. In the Choose Lead Quality Attributes pop-up, select the lead fields you want to use to evaluate quality.
4. Assign a weightage to each attribute (click the save icon next to the weightage once you’re done). Equal weightage is applied by default if no changes are made.
5. Click Define Attribute Score, then select the lead fields to which you want to assign a quality score.
6. For each attribute, define value rules that assign a score based on the field value or range.
7. When you are done defining rules:
   • Click Save & Publish to apply the criteria, or
   • Click Save to continue defining rules for additional attributes before publishing.

Example

For a high school, lead quality might depend on three attributes with the following weightage and rules:

Troubleshooting

Quality score not reflecting or incorrect after lead import

When leads are added manually, the quality score updates immediately. For imported leads, the score can take up to 4 hours to reflect. If the score is still not updated after that time, contact support@leadsquared.com.

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!