Smart lead scoring
ZELIQ ranks each lead’s intent in real time and groups them so reps know who to contact first. You’ll see leads categorized as:
Urgent
High
Pool or Upcoming tasks
Standby or Low-priority
These categories surface “hot leads” directly in the app and views.
Signals that impact the score
Engagement and activity signals raise or lower a lead’s priority. Today, the following are explicitly documented:
Email engagement: opens and link clicks increase priority.
Calls: only incoming missed calls count toward lead scoring.
Other tracked actions and recency: recent activity weighs more and can move a lead into Urgent or High.
Dynamic views ideas for organization
"Daily Priorities" view
Filter and create a view with:
Status "new" or "in progress"
Lead scoring "Standby" or "Pool"
"Hot leads" view
Prospects with strong signals:
Last interaction date [CHOOSE_DATE_RANGE]
Lead scoring "High" or "Urgent"
"Long-term nurturing" view
Prospects to maintain
Status "Lead nurturing"
Re-contact in 3-6 months
Optimized time management
Morning (9am-11am): Hot prospects
📞 Priority calls - Maximum energy
✉️ Personalized emails - Optimal focus
Afternoon (2pm-4pm): Sequences & Meetings
🔄 Process responses - Manage inbound leads
📧 Send sequences - Automation
📊 CRM updates - Synchronization
End of day (4pm-5pm): Preparation
📋 Plan tomorrow - Priority tasks
🔍 Research new prospects - Pipeline feeding
📈 Performance analysis - Continuous optimization
Context-based prioritization
By your role
SDR/BDR: focus qualified volume
40 calls/day on qualified prospects
50 emails/day via automated sequences
Account executive: focus closing
5 demos/day ultra-qualified prospects
Immediate follow-up on all interests
Negotiation on hot opportunities
Sales manager: focus team
Global view of team performance
Smart lead distribution
Data-based coaching
🚀 Next steps
Now that you master prioritization:
Add leads - Create your pipeline
Automate your tasks - Save time on admin
Analyze your patterns - Optimize your method
👩🏼💻 For further information, please do not hesitate to contact us: