Quick Start Guide
Welcome to the Lead Scoring & AI Qualification Module for Perfex CRM. This quick start guide will help you install, configure, and begin using the module within minutes.
Step 1: Upload & Activate the Module
- Download the module ZIP package from CodeCanyon.
- Login to your Perfex CRM admin panel.
- Navigate to Setup → Modules.
- Click the Upload Module button.
- Select the downloaded ZIP file and upload it.
- After upload completes, locate Lead Scoring & AI Qualification in the modules list.
- Click Activate.
The module will automatically create all required database tables and install the necessary configuration files.
Step 2: Configure Scoring Rules
- Navigate to Lead Scoring → Settings.
- Open the Scoring Rules section.
- Create rules based on your sales process.
- Assign points and weights to lead activities and profile data.
- Save your configuration.
Example Rules:
- Email Provided → +20 Points
- Phone Number Added → +15 Points
- Proposal Viewed → +50 Points
- Recent Website Visit → +25 Points
Step 3: Review Lead Scores
- Open the Leads section in Perfex CRM.
- Select any lead profile.
- View:
- Lead Score
- Conversion Probability
- Lead Temperature (Hot/Warm/Cold)
- AI-Generated Lead Summary
- Recent Lead Interactions
Step 4: Monitor Analytics Dashboard
- Navigate to Lead Scoring → Dashboard.
- Monitor lead distribution and sales performance.
- Track high-converting leads and engagement trends.
- Export reports using CSV export tools.
Step 5: Optimize Your Sales Process
- Adjust scoring rules based on conversion performance.
- Prioritize hot leads for faster follow-up.
- Use AI insights to improve lead qualification.
- Continuously monitor engagement and conversion trends.
Requirements
- Perfex CRM v2.8.0 or higher
- PHP 7.4 or higher
- MySQL 5.7 or higher
Troubleshooting
- Ensure the module ZIP file is not extracted before upload.
- Verify correct file permissions on the server.
- Clear Perfex CRM cache after installation.
- Deactivate and reactivate the module if needed.