How do I qualify leads and move them through stages?
Read the buying-intent score and keep your lead board current.
Updated
01Read the score
Each post is scored against your ideal customer profiles from My Site → Audience. Without a profile, posts are scored on intent alone. How is a lead scored? explains what moves the score.
- Hot (70+): actively looking for a solution
- Warm (55–69): has a relevant problem or interest
- Explore (40–54): loosely related to your product
02Move leads through stages
Opportunities groups leads into To qualify, To contact, In conversation, and Closed. Open a lead to see why it is a lead, then move it to the next stage as you work it.
03Teach the scoring
Answer Is this lead a good client? with a thumbs up or down. RanklyBee learns from your feedback. Refine your Audience profiles when the wrong people keep scoring high.