Lead Scoring
Categorize your leads
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Exclusively for Mac, iPhone & iPad
Lead Scoring
Categorize your leads
Exclusively for Mac, iPhone & iPad
By loading the video, you agree to Vimeo's privacy policy.
Learn more
Categorize your leads
Segment your prospects according to their level of interest. Use color coding for potential, warm, and hot leads.
Tag specific interests
Use keywords to note areas of interest and quickly select prospective customers for special products or services.
Assign priorities
Prioritize your contacts by importance and see in a flash who you should talk to next.
Know who to look after
Use your valuable time wisely and take care of the most important contacts first. Daylite lets you label your prospects and customers in different dimensions. Who has the greatest interest, where is the highest probability of closing a deal and which services are a customer most interested in? Daylite answers these questions quickly and precisely. Use smart lists to create segments of your prospects and check who you have not contacted in a while.
Most important features
- Color coding: See at first glance what potential a lead has. And if you use our phone integration, Fone&Text, you’ll see even see this from the very first call from your lead.
- Interest tags: Tag the interests of your customers using keywords to quickly know what is most important to your customer.
- Prioritization: Prioritize your contacts by importance and use smart lists to ensure that you contact your most important customers often enough.
- Segmentation: Segment your prospects based on multiple elements, such as priority, interest, and likelihood to buy.
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This function belongs to the section: Close More Deals.
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