Prioritising hot leads
Over a threshold
Situation
You have many leads and want the hot ones first.
Recommendation
Use the Hot leads page — leads scoring 80 or more and still open.
Why
One “hot” threshold is shared by the page, API and scoring assistant. Won/lost leads are not hot. Handover to sales is a change of owner, which sends a notification.
Steps
- Open Hot leads.
- Pick a lead and review its score.
- Hand over by changing the owner.
- Sales contacts and qualifies.
Avoid
- Add separate MQL/SQL stages for handover.
Roles & permissions
Marketing; sales lead.