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Scoring leads with native data...
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Scoring Profile
Load or save weight configurations
Lead Filters
Segment leads by demographics, events, and attribution before scoring

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👤
Contact & Demographics Filter by location, job title, role, and department
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💡 Tip: Job Function = department (IT, Procurement). Job Role = seniority (Director, Manager). Agency Function = what the agency does.
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🎪
Venue & Event Filters Filter by trade show, event type, and year
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💡 Tip: Event Category groups similar shows. Use Year Range to focus on recent or historical engagements.
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🏆
Lead Attribution & Jurisdiction Filter by contract wins and influence timing
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💡 Tip: "Attributed" = lead's jurisdiction awarded a contract. "Influence Window" = lead attended BEFORE the award.
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🏷️
AI-Assigned Interest Tags Filter by AI-detected product interests
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💡 Tip: Click tags to select. Use OR mode to find leads matching ANY tag, AND mode requires ALL tags.
Logic:
No tags available
Date & Scope Settings
Control time range and result count
For reproducible recency calculations
Engagement Touch Weights
Weight different engagement types
Paper Downloads / Webinars
Event Sponsorship
Other Engagements
Touch Threshold
Recency Multipliers
Based on days since last engagement from reference date
≤ 30 Days (Hot)
≤ 90 Days (Warm)
> 90 Days (Cold)
Advanced Weight Configuration
Role, function, branch, and agency weights

Role Weights

Executive/C-Level
Senior Management
Subject Matter Expert
Elected Official
Default

Function Weights

Information Technology
CIO/CTO/IT Director
Operations/Admin
Finance/Procurement
Emergency Mgmt
Default

Government Branch Weights

State
Federal
County
Municipal
Special District
Higher Ed
K-12
Default

Agency Function Weights

Finance/Tax/Budget
IT/Telecom
Admin/Operations
Security/Defense
Health/Human Svcs
Default
Priority Organizations
Boost scores for specific accounts
organization IDs loaded
Top Results
Average Score
Highest Score
High Priority (100+)
Scored Leads
Score Reader Title Jurisdiction Job Role Job Function Gov Branch Primary Driver Touches

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Configure your scoring weights and click "Run Lead Scoring" to see ranked leads.

Saved Scoring Profiles
Load, edit, or delete your custom weight configurations
Lead Scoring Guide
How the scoring system works

Scoring Formula

Lead Score = BaseScore × TouchMult × RecencyMult × OrgBoost

Base Score Components

  • Role Score: Points based on job role (Executive, Senior, SME, Elected)
  • Function Score: Points based on job function (IT, Operations, Finance)
  • Branch Score: Points based on government level (State, Federal, County)
  • Agency Score: Points based on agency type (Finance, IT, Health)

Multipliers

  • Touch Multiplier: 1.0 - 1.6× based on weighted engagement count
  • Recency Multiplier: 0.9 - 1.3× based on days since last engagement
  • Org Boost: Additional multiplier for priority organizations

Tips

  • Start with default weights, then adjust one parameter at a time
  • Use the Reference Date for reproducible scoring (same inputs = same outputs)
  • Save profiles to compare different scoring strategies
  • Export results to CSV for deeper analysis or CRM integration
Save Scoring Profile
Save current weights for later use

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