Using Lead Scores to Prioritize Follow‑Up

Overview:
Leverage lead scores to create smart views, assign tasks, and alert reps to high‑priority leads.

Steps:

1. Go to Leads → Views and click + New View.

2. Filter by Lead Score (e.g., “Score is greater than or equal to 50”).

3. Save the view as “Hot Leads.”

4. Optionally set up an Alert or Task assignment for any new leads entering this view.

5. Train your team to work from these smart views daily.

Tips & Best Practices:

• Combine score filters with other criteria (e.g., region, industry) for targeted follow‑up.

• Use scheduled reports or dashboard widgets to track how many “Hot Leads” appear each week.

• Rotate ownership of “Hot Leads” to balance workload among reps.

Troubleshooting / FAQs:

• Q: View shows no leads but I know there are high scores?
  A: Double‑check your filter logic (e.g., inclusive vs. exclusive operators).

• Q: Tasks aren’t created automatically?
  A: Ensure you’ve added a “Create Task” action in your workflow tied to the view’s criteria.