Here are answers to the most common questions about the Lead Scoring feature in Quill CRM.
General Questions
What is lead scoring?
Lead scoring is a system that assigns numerical points to your contacts based on their behavior, engagement, and profile data. Higher scores indicate contacts who are more engaged and likely to convert. This helps your sales and marketing teams focus on the most promising leads.
How often are lead scores recalculated?
Lead scores are recalculated automatically whenever a relevant event occurs — including email opens, link clicks, form submissions, page visits, or contact updates. There is no need for manual recalculation. The score is always fresh and based on the contact’s latest activity.
Can a contact’s score go negative?
No. The minimum lead score is always 0. Even if your “Subtract Points” rules would push a contact’s total score below zero, the system automatically clamps the score to 0.
Is there a maximum score limit?
No, there is no upper limit on lead scores. A contact’s score can grow as high as the sum of all matching “Add Points” rules allows.
Rules Questions
How many rules can I create?
There is no limit on the number of rules you can create. However, we recommend starting with 5–10 well-targeted rules rather than creating dozens of overlapping rules. See the “Lead Scoring – Best Practices” page for guidance.
What happens when I deactivate a rule?
When a rule is set to “Inactive”, it is completely ignored during score calculations. The next time a contact’s score is recalculated, the inactive rule will not contribute any points — neither positive nor negative.
What happens when I delete a rule?
Deleting a rule permanently removes it. Existing contact scores will not change immediately — they will be updated the next time each contact’s score is recalculated (i.e., when a trigger event occurs for that contact).
Can I have multiple conditions in a single rule?
Yes! Each rule supports multiple conditions organized into groups:
- Conditions within a group use AND logic (all must match)
- Multiple groups use OR logic (any group can match)
This gives you powerful flexibility to define exactly when a rule should apply.
Can the same contact match multiple rules?
Yes. When a contact’s score is calculated, all active rules are evaluated independently. If a contact matches 5 different rules, the points from all 5 rules will be combined into their total score.
Levels Questions
How many levels can I create?
There is no limit on the number of levels. However, 3–5 levels is typically sufficient for most businesses.
How does the system determine which level a contact belongs to?
The system finds the highest level where the contact’s score meets or exceeds the minimum points requirement. For example, if you have levels at 0, 25, 50, and 100 points, a contact with 75 points would be assigned the level at 50 points (e.g., “Hot Lead”).
What happens if I delete a level?
If you delete a level that contacts are currently assigned to, those contacts will be reassigned to the next appropriate level the next time their score is recalculated. If no level exists for their score, the level will be cleared from their profile.
What if a contact has points but no level is assigned?
This happens when there is no level with a minimum points threshold that the contact’s score meets or exceeds. Make sure you have at least one level with a minimum of 0 points to catch all contacts.
Integration Questions
Can I use lead scoring with WooCommerce?
Yes! If WooCommerce is active on your site, additional scoring conditions become available, including order count, order value, products purchased, categories, coupons, customer status, and more. See the “Lead Scoring – Available Conditions” page for the full list.
Can I use lead scoring with LMS plugins?
Yes! Quill CRM supports lead scoring conditions for LearnDash, Tutor LMS, LifterLMS, and LearnPress. You can score contacts based on course enrollment, course completion, enrollment dates, and more.
Can I use lead scoring in automations?
Yes. Both Lead Score Points and Lead Score Level are available as conditions in automation workflows. You can create branches in your automations that check a contact’s score before proceeding with specific actions. See the “Lead Scoring – Using in Automations” page for a detailed walkthrough with screenshots.
Can I filter my contacts list by lead score?
Yes. In the Contacts page, you can filter contacts by:
- Lead Score Points — Filter by exact value or range (e.g., “greater than 50”)
- Lead Score Level — Filter by level name (e.g., “Hot Lead”)
See the “Lead Scoring – Contact Scores & Filters” page for details with screenshots.
Can I use lead scoring with the Sales Pipeline?
Yes! You can use deal-related conditions in your scoring rules (deal value, stage, status, pipeline, owner, etc.). You can also use lead score conditions to filter which deals to focus on, or trigger automations when a lead reaches a certain score threshold.
Where can I see a contact’s lead score?
Each contact’s lead score is displayed on their profile page in a dedicated Lead Score card. It shows the contact’s current level name and total points. Navigate to Quill CRM → Contacts and click on any contact to see their score.