AI scores every lead so you know who to call first
CooVex scores every lead 0–100 using AI, so you always know who to prioritize. This guide covers adding leads, understanding scores, and moving them through your pipeline.
Go to Leads. Click Add Lead to enter one manually, or use Import CSV to upload a spreadsheet. You can also connect HubSpot/Salesforce to sync automatically.
Click any lead to open their profile. The AI score (0–100) is explained with the exact factors. Scores above 80 are priority — contact them within 24 hours. Scores below 40 go into cold nurture sequences.
Use the Kanban view to drag leads across stages: New → Discovery → Proposal → Negotiation → Closed. The AI updates the score as the lead progresses.
Set up a drip campaign for leads scored below 50. Instead of dropping them, the AI will nurture them automatically over 4–6 weeks.
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