Read and filter by the AI lead score

This guide explains what the score means, how to read it, and how to filter your pipeline on it. For the full lead model, see Overview of lead characteristics.

Before you start

• The score is a prioritisation signal, not a verdict. A low score doesn't mean the deal is dead.
• Lead scoring is controlled by a single workspace setting under Settings > Company settings > Features, and it's on by default. That setting controls both whether scores are calculated and whether they show. If you don't see scores or a score filter, ask your admin to check it; if the setting isn't available there, contact your Reonic account manager.

What the score is

Reonic scores each lead and shows a 0-to-100 score chip, colour-coded red, amber, or green, alongside underlying signals across property assessment (neighbourhood, roof suitability), contact quality, and intent. You read it in the Requests area: open a lead and the score appears in the AI Lead Analysis section of the request detail view.

• Scoring runs in the background, so a newly created lead may show "Calculating…" for a few minutes. If a lead shows that state for more than 30 minutes, contact Reonic support.
• The score is per-lead, not per-contact. A return customer's second lead gets its own fresh score.

Read the score as a priority signal

Read the score as a prioritisation signal rather than a binary "good lead, bad lead." When 50 new leads land on Monday, the high-scoring ones go to the top of your call list, while a low score still leaves the deal open. Property-assessment signals can be based on older data (for example, outdated roof imagery), and intent signals are noisier than they look, so treat the score as a guide, not a decision.

Filter your pipeline by lead score

When scoring is enabled and visible for your workspace, the filter bar carries a Lead Score control, on both the List and Kanban views and on both residential and commercial request views.

1. Open Requests > List (or Kanban).
2. In the filter bar, find the Lead Score control.
3. Pick a preset (≥ 70%, ≥ 30%, ≤ 70%, or ≤ 30%), or enter a custom value from 0 to 100 and toggle the ≥ / ≤ operator.

Note: The filter matches only successfully-scored leads. A lead still showing "Calculating…" won't match a threshold yet. Enter the value in whole percent (0 to 100), the same scale as the score chip.

Things to know

• The 0-to-100 score lives on each individual lead. Open a lead to read its score in the AI Lead Analysis section.
• The "average lead quality" figure on the dashboard is NOT the lead-score average. It's a conversion rate (offers divided by requests in the window). Treat it as a funnel-volume metric.
• Lead scoring is one workspace setting. A single toggle under Settings > Company settings > Features switches lead scoring on and off, controlling both whether scores are calculated and whether they show. If you don't see scores, ask your admin to switch it on there; if the setting isn't available, contact your Reonic account manager.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests / something missing → drop a note to your account manager.
• Bug reports → include the lead ID, the action you tried, and any error message, plus a screenshot and the URL where it happened, in your support email.

Related

• Overview of lead characteristics — the full lead model, lifecycle, and where the score fits.
• Set up where leads come from (lead sources) — where leads come from and managing sources.

Last updated on August 4, 2026