Every lead starts at zero. Two things add points: the form and the CRM.
The form adds points
Your forms already know how to score themselves. You don't set up scoring by hand:
- Forms made from a preset (Cash Offer, Buyer Signup, Rental Inquiry, and so on) ship with every field pre-scored.
- Custom fields you add to a form get scored automatically based on the field name. A
phone field adds 10 points when filled. A property_full_address field adds 15. A dropdown with "ASAP" as an answer adds 25 points to a lead who picks it.
When someone fills out the form, the platform adds up all the points the answers earn. That sum is the lead's starting score — the form score.
If you ever want to change a field's points, click the field in the form builder and open the Lead Scoring section. Most tenants never need to. See Lead Scoring Setup for the full walkthrough.
The CRM adds points
The CRM adds points on its own based on what it knows about the lead:
- New lead under 24 hours old: +10
- Has a phone number: +5
- Has an email: +5
- Has a property address: +10
- Property in a walkable area (Walk Score 70+): +5
- Moved to "Appointment Set" in the pipeline: +20
- Moved to "Offer Sent" in the pipeline: +30
The form score and the CRM score add up. That total — the lead score formula in action — puts the lead in one of three bands.