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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.

  • 4 flames = > 12 points in your briefcase
  • 3 flames = between 9 to 12 points in your briefcase
  • 2 flame = between 5 to 8 points in your briefcase
  • 1 flame = between 1 to 4 points in your briefcaseNote, the above values are the default settings.

Flame

Recency

Measures inbound activity. The more recent the inbound activity the higher the ranking received.

  • 3 clocks = inbound activity within 1 week
  • 2 clocks = inbound activity between 1 week and 1 month
  • 1 clock = inbound activity between 1 month and 3 months

Clock

Buy Signals

Measures buy signals. The more recent the Buy Signal the higher the ranking received.

  • 3 bells = at least one buy signal received within 1 week
  • 2 bells = at least one buy signal received between 1 week and 1 month
  • 1 bells = at least one buy signal received between 1 month and 3 months  

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).
https://app.leadliaison.com/scoring-categories.php

  • 3 peppers = hot lead
  • 2 peppers = warm lead
  • 1 pepper = cool lead  

Pepper

Total Activities

Measures total activity. Uses rules defined by Lead Liaison to determine a leads total activity.

  • 3 runners = total activity > 50
  • 2 runners = total activity between 26 and 50
  • 1 runner = total activity between 10 and 25

Runner

Lead Grade

Determines if the lead fits a customer's ideal buyer persona.

  • 3 thumbs up = A+, A or A-
  • 2 thumbs up = B+, B or B-
  • 1 thumbs up = C+, C or C- 

Thumbs Up


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