Read and filter by the AI lead score
When AI lead scoring is enabled for your workspace, Reonic scores each lead 0 to 100 so you can prioritise who to call first and get more context to help you work and close your deals.
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 the support chat.
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 the support chat.
- 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 Property-assessment signals can be based on older data (for example, outdated roof imagery), so treat the score as a guide, not a decision.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.
- Open Requests > List (or Kanban).
- In the filter bar, find the Lead Score control.
- 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 the support chat.
Last updated on