Lead Temperature Settings Guide
The Lead Temperature System helps automatically classify leads based on their engagement level, activity history, and conversion probability. This allows sales teams to instantly identify which leads require immediate attention and which leads need nurturing.
Lead temperatures are dynamically calculated using your scoring rules and are automatically updated whenever lead activity changes.
Accessing Temperature Settings
- Login to your Perfex CRM admin panel.
- Navigate to Lead Scoring → Temperature Settings.
- Configure score ranges and classification rules.
Default Lead Temperature Levels
| Temperature | Score Range | Description |
|---|---|---|
| 🔥 Hot Lead | 70 - 100 | Highly engaged leads with strong conversion potential. |
| 🌤️ Warm Lead | 40 - 69 | Moderately engaged leads with good sales potential. |
| ❄️ Cold Lead | 0 - 39 | Low engagement leads requiring nurturing and follow-up. |
Configuring Temperature Ranges
- Open the Temperature Settings page.
- Adjust minimum and maximum score values for each lead category.
- Customize labels and thresholds based on your sales workflow.
- Save the configuration.
The system will automatically reclassify leads using the updated score ranges.
Temperature Classification Logic
Lead temperatures are determined using the total lead score calculated from:
- Lead profile completeness
- Lead interactions and engagement
- Website visits and activity tracking
- Email opens and link clicks
- Proposal views and form submissions
- Recent activity and recency scoring
Hot Leads (🔥)
Hot leads represent the highest priority prospects with strong buying intent and high engagement levels.
Common Characteristics:
- Frequent interactions
- Recent activity
- Proposal or pricing page views
- High engagement scores
- Complete lead profile information
Recommended Actions:
- Immediate sales follow-up
- Direct phone calls or meetings
- Priority assignment to sales representatives
- Fast response time
Warm Leads (🌤️)
Warm leads show moderate engagement and may require additional nurturing before conversion.
Recommended Actions:
- Email follow-up campaigns
- Educational content sharing
- Regular engagement tracking
- Scheduled sales outreach
Cold Leads (❄️)
Cold leads have low interaction levels or limited engagement history.
Recommended Actions:
- Long-term nurturing campaigns
- Automated marketing sequences
- Retargeting campaigns
- Periodic engagement attempts
Automatic Temperature Updates
Lead temperatures are automatically recalculated whenever:
- Lead scores change
- New interactions are recorded
- Scoring rules are updated
- Lead profile information changes
- Manual recalculation is triggered
Dashboard Integration
Lead temperatures are visible throughout the module including:
- Lead profile pages
- Analytics dashboard
- Lead listings and tables
- Exported reports
- API responses
Best Practices
- Keep score ranges simple and easy to understand.
- Review temperature thresholds regularly.
- Adjust ranges based on real conversion performance.
- Use temperature classification alongside AI summaries.
- Train sales teams to prioritize leads by temperature.