Scoring models
Score every new lead against your ideal customer with rules for company, location, pages visited and more.
A scoring model is your definition of a good lead: rules for company size, industry, location, pages visited, job title and more, each with a weight. Every new lead gets a score from it.
Try it on the real dashboardDemo account · sample data · nothing you do here is saved or charged
- Qualify → open a model.
- Add or change rules and their weight (Penalize … Very important).
- Test a website to see how any company would score, then Save and Close.
Every control on this screen
Every button, field and switch, with what it does.
Qualify — scoring models · 18 controlsNeeds: qualify
| Edit (default model) | Shows information | |
| + New model | Shows information | |
| Create your first model | Shows information | |
| Models table (status, default, rules, kept, hot, setup health) | Shows information | |
| Model row (opens the editor) | Shows information | |
| Edit (other models) | Shows information | |
| Firmographics only → Add a pricing-page rule | Shows information | opens the editor with a Page visited rule |
| Model actions (⋯) | Shows information | |
| Model actions menu | Shows information | |
| Edit model | Shows information | |
| Duplicate | Button · changes your account | creates a draft copy at once |
| Make this the default | Button · changes your account | live models only; the leads table shows this model’s score |
| Archive | Opens a panel or page | stops scoring at once; restorable |
| Restore | Button · changes your account | |
| Rescore recent leads (last 90 days) | Button · changes your account | |
| Delete… | Opens a panel or page | |
| Show / Hide archived models | Shows information | |
| Retry (load error) | Shows information |
Qualify — model editor · 66 controlsNeeds: qualify
| Add a rule | Button | |
| Save and Close / Publish | Button · changes your account | |
| Top bar (← Score models, name, Draft / Live / Default badges, save status) | Shows information | |
| Model name (rename) | Text box | |
| N rules · N pts max | Shows information | |
| Test a website | Shows information | |
| ✦ AI Assist | Shows information | |
| Save draft | Button · changes your account | |
| Done (view only) | Shows information | |
| Request edit (view only) | Shows information | |
| Retry (couldn’t save) | Button · changes your account | |
| Copy changes as text | Shows information | |
| Show me (empty rules) | Shows information | |
| Find a criterion | Text box | |
| Only show criteria in use | Switch | |
| All rules | Shows information | |
| Needs attention | Shows information | |
| Criteria group (expand) | Shows information | |
| ✦ AI Qualification → Prompts | Shows information | |
| + Add (another) <criterion> rule | Button | |
| Score it (empty criterion) | Button | |
| Only include (empty criterion) | Button | |
| Exclude (empty criterion) | Button | |
| Fix (needs attention) | Button | |
| Rule card (expand / collapse) | Shows information | |
| Duplicate rule | Button | |
| Delete rule | Opens a panel or page | removes it from the model; gone once the model is saved |
| Weight slider (Penalize … Very important) | Slider | drafts save every change automatically |
| ✦ AI Prompts section | Shows information | |
| + Add AI prompt | Shows information | |
| ✦ Suggest prompts | Shows information | |
| Suggest prompts panel | Shows information | |
| Describe your ideal customer | Text box | |
| Your website domain | Text box | |
| ✦ Generate prompts | Button | |
| Add (suggested prompt) | Button | |
| Close (suggest prompts) | Shows information | |
| AI prompt card | Shows information | |
| Edit prompt (✎) | Shows information | |
| Delete prompt | Opens a panel or page | |
| Business context — Edit / Add | Shows information | |
| Business context | Shows information | |
| What you sell and who buys it | Text box | |
| Cancel (business context) | Shows information | |
| Save context | Button | kept with the model on its next Save |
| Live impact | Shows information | |
| Identified | Shows information | |
| Passed your filters | Shows information | |
| Hot (opens score bands) | Shows information | |
| Last 30 days / Unsaved changes → Where your leads score | Shows information | |
| Where your leads score | Shows information | |
| Hot band (see these leads) | Shows information | |
| Edit score bands | Shows information | |
| Publish “model”? | Shows information | |
| Keep as draft | Shows information | |
| Publish model | Button · changes your account | |
| This model keeps very few leads | Shows information | |
| Apply the suggested fix | Button | |
| Save anyway | Button · changes your account | |
| Save N changes? (leaving) | Shows information | |
| Stay | Shows information | |
| Discard (unsaved changes) | Opens a panel or page | |
| Save and leave | Button · changes your account | |
| Someone else edited it | Shows information | |
| Review their changes (load theirs) | Shows information | |
| Overwrite with mine | Opens a panel or page |
Qualify — New model dialog · 10 controlsNeeds: qualify
| New model | Shows information | |
| Name | Text box | |
| Start from: ✦ AI Assist | Button · changes your account | |
| Start from: Duplicate | Button · changes your account | |
| Start from: Blank | Button · changes your account | |
| Copy rules from | Button · changes your account | |
| Make this the default model | Tick box | |
| Cancel | Shows information | |
| Close (✕) | Shows information | |
| Create as draft → | Button · changes your account |
Qualify — Delete model dialog · 4 controlsNeeds: qualify
| Delete model (what depends on it) | Shows information | |
| Cancel | Shows information | |
| Archive instead | Opens a panel or page | |
| Delete permanently / Delete and detach | Opens a panel or page |
Qualify — Test a website · 8 controlsNeeds: qualify
| Test a website | Shows information | |
| Score any company — domain | Text box | testing has no side effects |
| Score it | Button | |
| Run AI prompts | Tick box | |
| Calibration run — Open / Hide | Button | |
| Calibration domains (5–20, one per line) | Text box | |
| Score N domains | Button | |
| Done (close test) | Shows information |
Qualify — Score bands · 6 controlsNeeds: qualify
| Score bands | Shows information | |
| Warm from | Text box | |
| Hot from | Text box | |
| Reset to 40 / 70 | Button | |
| Cancel (bands) | Shows information | |
| Save (bands) | Button | relabels only, never rescores; kept on the model’s Save |