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What the pipeline numbers mean

Leads, hot, qualified, and converted - the rules behind each label.

  • "Leads" - every contact captured in the last 30 days from any source.
  • "Hot" - leads scored 70+ by intent (high-buy-signal language, fast follow-up engagement).
  • "Qualified" - leads that have explicitly asked for a quote, booking, or call-back.
  • "Converted" - closed-won, booked, or invoiced. The threshold is configurable per business.
Note: A lead can move backwards. If a "Hot" lead goes cold for 14 days, it returns to the regular queue and the score drops automatically.