Overview
Currently, all leads are displayed with equal importance, making it difficult for users to identify which leads require immediate attention.
This feature proposes adding a Smart Lead Priority Score that automatically evaluates each lead based on predefined lead attributes and engagement metrics. The system will classify leads as High, Medium, or Low priority, helping users focus on the most valuable prospects.
💡 Proposed Solution
Introduce a Lead Priority Score that calculates the priority of each lead based on factors such as:
- Number of follow-ups completed
- Days since the last interaction
- Current lead status
- Recent activity
- Lead source (optional)
Display the priority using color-coded badges:
- 🔴 High Priority
- 🟡 Medium Priority
- 🟢 Low Priority
The score should update automatically whenever relevant lead information changes.
📊 Example Scoring Criteria
| Criteria |
Score |
| Follow-up completed within the last 3 days |
+30 |
| Lead status is Qualified |
+25 |
| Newly created lead |
+20 |
| No activity for more than 14 days |
-20 |
| Follow-up overdue |
-30 |
Priority Levels
- 70–100 → 🔴 High Priority
- 40–69 → 🟡 Medium Priority
- 0–39 → 🟢 Low Priority
✅ Benefits
- Helps users prioritize important leads.
- Improves lead management efficiency.
- Reduces manual effort in identifying high-value prospects.
- Provides quick visual insights directly from the lead list.
- Enhances the overall CRM user experience.
🖥️ Suggested UI
John Doe
🔴 High Priority
Score: 82/100
Last Contact: Yesterday
✅ Acceptance Criteria
📌 Additional Notes
This feature will improve lead prioritization by helping users quickly identify high-value prospects and focus their efforts on leads that require immediate attention.
Overview
Currently, all leads are displayed with equal importance, making it difficult for users to identify which leads require immediate attention.
This feature proposes adding a Smart Lead Priority Score that automatically evaluates each lead based on predefined lead attributes and engagement metrics. The system will classify leads as High, Medium, or Low priority, helping users focus on the most valuable prospects.
💡 Proposed Solution
Introduce a Lead Priority Score that calculates the priority of each lead based on factors such as:
Display the priority using color-coded badges:
The score should update automatically whenever relevant lead information changes.
📊 Example Scoring Criteria
Priority Levels
✅ Benefits
🖥️ Suggested UI
✅ Acceptance Criteria
📌 Additional Notes
This feature will improve lead prioritization by helping users quickly identify high-value prospects and focus their efforts on leads that require immediate attention.