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Value | Purpose | Rules | Icon | Example |
---|---|---|---|---|
Priority | Measures the hottest leads based on a formula calculated from Recency, Buy Signals, Lead Score, Total Activities and Lead Grade. Priority values can be changed anytime. Prospects will be updated in real-time when the priority ranges are changed. It's recommended to tune priority ranges over time to get the most out of Briefcase. |
| Flame |
|
Recency | Measures inbound activity. The more recent the inbound activity the higher the ranking received. |
| Clock |
|
Buy Signals | Measures buy signals. The more recent the Buy Signal the higher the ranking received. |
| Bells | |
Lead Score | Measures lead score. This value is based on your lead score Cold, Warm and Hot settings under 'Administration' > 'Settings' > 'Prospect Profiling' (top of page). |
| Pepper |
|
Total Activities | Measures total activity. Uses rules defined by Lead Liaison to determine a leads total activity. |
| Runner |
|
Lead Grade | Determines if the lead fits a customer's ideal buyer persona. |
| Thumbs Up | |
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