coldcall
Automations and lead scoring
Saved
Automations
When an event occurs, coldcall performs an action.
| Rule | Trigger | Action | Active |
|---|---|---|---|
| Report stalled deals | Deal stalls | Notify owner | |
| Follow-up after quote | Stage changes to Proposal | Create activity: task in 3 days | |
| Assign hot leads | Lead score above 70 | Assign owner: Emily Park | |
| Follow up on loss | Deal lost | Create activity: call in 90 days | |
| Escalate overdue | Activity overdue | Notify head of sales |
Lead scoring
Points per attribute add up to the lead score of contacts and leads.
| Rule | Field | Condition | Value | Weight | Active |
|---|---|---|---|---|---|
| Referral | Source | is | Referral | +30 | |
| Mid-size | Company size | is | 50 to 200 | +15 | |
| Decision maker | Position | contains | Head, Managing Director | +20 | |
| Freemail | Email domain | is | gmail.com, web.de | -10 | |
| Active conversation | Number of activities | at least | 3 | +15 |