Work leads and enquiries
Use lead scoring to focus on investors who are actually ready.
6 minIntermediateAdmin & operations
Narrated video coming to this lesson
The full written walkthrough below covers every step. Video walkthroughs are published track by track — start with the flagship lessons on the tutorials home page.
Step by step
- 1
Read the stage tiles
Admin → Leads groups every enquiry by stage. Ready to invest requires a score of 55+ and approved identity documents.
- 2
Understand the score
Points come from UTM intent, landing path, stated ticket size, source, message intent and KYC readiness. Rules are editable in the panel.
- 3
Reply from the enquiry
Admin → Enquiries holds every form submission with full context. Replies go out from the notify domain and thread against the record.
- 4
Rescore after rule changes
After editing rules, run Rescore all so historical leads are ranked on the new logic.