Agent CRM Lead Rating

Agent CRM uses a smart algorithm to rate your leads based on their behavior. This allows you to focus your efforts on your most valuable opportunities and spend time on the leads who matter. This feature is only available for the Agent CRM product.

How It Works

All leads with activity in the past 6 months have a score attributed to them based on their activity, such as:

• Email click-thrus
• Property views
• Information Requests
• Favoriting a Listing
• Saving a Search

Lead scores are then converted into a rating that makes it easy to identify the leads with the most potential. The top third of your leads with activity will receive 3 stars, while the middle third will receive 2 stars and the bottom third, one star. Leads with no activity in the past six months receive zero stars.

Lead Rating FAQ

How/where do I view lead ratings?

Agent CRM clients can view lead ratings on both the individual lead record as well as on the lead list page.

How can I sort by Lead Rating?

On the Lead List page, click the Lead Rating column header to sort by rating.

Can I rate my own leads?

Lead ratings come only from user behavior data and cannot be adjusted manually. You can use tags or the bookmark feature to easily categorize or highlight leads.

How often are lead ratings updated?

Lead ratings are calculated in real-time, but you might need to reload the lead list in order to refresh the lead data.

How is it calculated exactly?

Our system tracks all behavior from signed-in leads and feeds it into our lead scoring algorithm, which assigns scores based on the weight and recency of a lead’s various activities.

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