CRM Lead Scoring & Filters
This page explains how CRM teams use lead scoring and saved filters in CubixOne to prioritise work, keep pipelines clean, and follow up faster.
What each feature does
| Feature | What it helps with | Typical user |
|---|---|---|
| Lead Scoring | Ranks leads from lower quality to higher quality so teams focus on hot opportunities first. | Sales reps and managers |
| CRM Filters | Shows only the leads matching your current objective (today's follow-ups, top score, specific owner, etc.). | Sales reps, team leads, ops |
Scoring Setup (Rules)
Scoring rules are configured in CRM settings so your score reflects your real sales process, not generic assumptions.
Open CRM Settings and go to Score Rules
Managers open the scoring settings area to create and maintain score logic.
Create or edit a Rule Set
Define how many points are added when a lead has stronger signals (for example: complete profile, owner assigned, expected revenue, stronger probability).
Enable and monitor
Activate only the rule sets you want in production, then monitor score distribution in the pipeline and adjust rules as your team learns.
Score labels in daily use
| Label | User meaning | Typical action |
|---|---|---|
| A | Highest priority | Contact now and keep momentum |
| B | Strong opportunity | Follow up today or next working block |
| C | Needs qualification | Collect missing data and move forward carefully |
| D | Low readiness | Nurture or deprioritise for now |
Automatic Recalculation
Scores are kept up to date automatically so users always see a current priority signal in CRM.
When recalculation happens
| Trigger | What users should expect |
|---|---|
| Relevant lead updates | When important lead information changes, score may refresh automatically shortly after. |
| Daily scheduled run (03:30) | Every day at 03:30 server time, the system refreshes scores in bulk to keep all pipelines consistent. |
Using Score in Kanban
Score becomes most valuable when reps use it directly inside the Kanban board as a daily prioritisation aid.
Open score filter in Kanban
Use the score filter dropdown to focus the board on A/B opportunities first.
Work top-down by score
Start with A and B leads, then process C and D according to available capacity and campaign goals.
Adjust manually only when needed
If business context justifies it, users can manually update a lead score from the card/menu and continue without waiting for a full rules update.
Filters in CRM
Filters allow each user to quickly switch between operational views without rebuilding search criteria every time.
Practical filter combinations
| Objective | Suggested filters |
|---|---|
| Morning priority queue | Owner = me, Score = A/B, Active pipeline |
| Manager review | Pipeline = team pipeline, Score = C/D, No recent activity |
| Campaign follow-up | Date range = last 30 days, Source = campaign source, Score any |
| Weekly cleanup | Old leads, Low score, Specific stages |
Best Practices
Keep scoring and filtering simple, measurable, and easy for everyone on the team to trust.
| Practice | Why it matters |
|---|---|
| Review score rules on a regular cadence | Prevents old assumptions from distorting priorities. |
| Use a small number of high-impact rules first | Improves clarity and adoption across the team. |
| Define a shared meaning for A/B/C/D | Ensures managers and reps act consistently. |
| Keep saved filters aligned to real workflows | Reduces click fatigue and improves execution speed. |
| Track outcomes after rule changes | Confirms whether scoring updates improved conversion. |