How do I rate a lead?

Modified on Wed, 6 Aug, 2025 at 4:56 AM

Rating a lead helps you prioritise based on how relevant they are to your goals and their likelihood to purchase.

You can rate a lead directly through their profile page:

Go to the “Leads” page

Click on the name of an individual lead to open their profile page

At the top of the profile, click “Rate Lead”

Choose a rating from 1 (strongly irrelevant) to 5 (strongly relevant)

Optionally, add feedback in the textbox to give your team context on why you assigned that rating

Click “Save Rating”
Once saved, the star rating (1-5 stars) will appear under the lead’s name.
You can update your rating at any time by clicking “Edit Rating”.