Work with leads and understand the lead score
Short answer: Leads are people who may buy but are not yet qualified. Each lead gets a score from 0 to 100 with the reasons shown (Why this score), and is assigned to an owner by your routing rules. Contact, qualify or unqualify a lead from its page.
Verified for PVology 0.30.0 · updated 2026-10-11
Steps
- Open CRM → Leads and choose Add lead (or wait for leads from the website form or an import).
- Open a lead to see its score. Open Why this score to see each rule that added points.
- Log a call, meeting, email or note on the lead. The first contact sets the lead to Contacted.
- When the need, budget, decision maker and timing are clear, choose Qualify. If it is not a fit, choose Unqualify and give the reason.
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