How to set up lead scoring rules in HelloGrowthCRM
Build a points-based lead scoring model in HelloGrowthCRM with explicit and behavioural signals. Reps focus on hot leads first.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Leads & Contacts section to browse more guides, compare related tasks, and choose a better starting point.
View all Leads & Contacts guidesLead scoring tells reps which leads to call first. HelloGrowthCRM supports rule-based and AI scoring. Most teams start with rules and layer in AI once they have 200+ closed-won deals.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pro tier or above
- •Clear definition of ideal customer
- •30 minutes to draft initial rules
- •Optional: 200+ historical closed deals for AI scoring
- 1
Open Settings → Lead Scoring
Two tabs: Rules and AI. Start on Rules.
- 2
Click Add rule
Each rule: name, trigger, condition, points. Start 5-8 rules; tune over time.
- 3
Add explicit-fit rules
Industry SaaS +20, Company size 50-500 +15, Role contains VP/Director +10.
- 4
Add behavioural rules
Visited /pricing +15 (decay 7d), Booked demo +30, Replied +25.
- 5
Add negative rules
Bounce -20, Marked spam -50, Unsubscribed -30, Free email domain -10 (B2B context).
- 6
Define score buckets
0-30 Cold, 31-60 Warm, 61-90 Hot, 91+ MQL. Show as colored badges.
- 7
Test on existing leads
Click Recalculate all scores. ~30s for 10K leads. Score column shows on Leads page.
- 8
Enable AI scoring
AI tab → Train AI model. Analyzes closed-won vs closed-lost. Probability score.
- 9
Use scores in routing and views
Route Hot/MQL to senior reps. Save smart lists like All MQLs in last 7 days.
Frequently asked questions
Difference between rule-based and AI scoring?▾
Rule-based is transparent. AI scoring is more accurate but harder to explain. Most teams use both.
Can I score leads from different sources differently?▾
Yes — Source = IndiaMART → +20 points. Source-based weighting is high-leverage.
How is the AI model trained?▾
Gradient-boosted trees on your historical closed-won and closed-lost deals. Workspace-isolated.
When does the AI re-train?▾
Every 30 days, or trigger manually. Notifies in-app if feature importances change 10%+.
Can I override score on a specific lead?▾
Yes — open lead → Score widget → Override. Persists until removed.
Are scores included in webhook payloads?▾
Yes — score and score_bucket in every lead webhook.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Leads & Contacts or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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