B3. Lead Scoring + Smart Sales Prioritization

🧩 Use Case

When a business accumulates a large number of leads, it becomes increasingly important to identify which leads have the highest potential for conversion. Manually sifting through all entries is inefficient and prone to delays.

This module helps by setting up automated lead scoring rules based on submitted data, allowing sales teams to prioritize high-value prospects and optimize their follow-up efforts.

✅ Key Features & Modules

Feature	Module Name / Description
Custom Fields	Capture intent indicators (e.g., budget, urgency, role)
Workflow Rules	Define score logic: +10 for high budget, +5 for providing phone number, etc.
CRM Tags	Apply tags like "hot-lead", "priority-follow-up" automatically
Pipeline Prioritization	Move qualified leads into high-priority pipeline stages

🔁 Automation Flow Example

[Form Submitted with Lead Info]
    ↓
[Workflow: Score +10 if budget > $5,000]
    ↓
[Score +5 if phone number is provided]
    ↓
[If score ≥ 20 → Tag: hot-lead + Push to High-Priority Pipeline]
    ↓
[Trigger internal notification to assigned sales rep]

💡 Value to Clients

🎯 Focus sales efforts on leads with the highest conversion potential
📉 Reduce time wasted on low-quality inquiries
📊 Enable data-driven decisions for pipeline management
⚙️ Increase sales efficiency through automated sorting

🛠 Setup Instructions

Define scoring criteria based on form inputs (e.g., budget, urgency, industry)
Set up lead scoring logic in Workflow:
- Add score for each qualifying condition
- Use conditions to apply tags and move leads in pipeline
Notify sales team for high-scoring leads