Attributes and lead scoring

This guide shows you how to add your own fields (called attributes) to CRM records, and how to score leads so your team knows who to call first. It's for workspace admins and sales managers.

Before you begin

• Creating and editing attributes needs an admin or owner role. Creating scoring rules needs editor access or higher.
• Lead Scoring is included with paid plans.
• Decide what each new field is for: filtering, reporting, routing, or personalising messages. If you can't name a use, you probably don't need the field.

Create an attribute

1. Open CRM → Attributes and choose New attribute.
2. Choose the Entity Type: Lead, Company, or Person.
3. Enter a Label, the name people see, for example "Service interest".
4. Check the Field Name. This is the internal name used by imports and integrations. You can't change it later.
5. Choose the Field Type. You can't change it later either.
6. For select types, add the Options, for example "Kitchen", "Bathroom", "Roof".
7. Optionally add a Description, a Field Group, and a Default Value.
8. Optionally set Validation, such as a minimum or maximum length, or an allowed number range.
9. Optionally use Conditional visibility to show the field only when another field has a certain value.
10. Choose whether the field is Required, Searchable, and Filterable.
11. Choose Create Field.

What you should see: the field appears in the list straight away and on every record of that type.

Choose the right field type

Tips:

• Prefer Single Select over Text when the value drives automations or reports. Typing "Gold", "gold", and "GOLD" creates three different values.
• Put units in the label, for example "Budget (USD)" or "Response time (hours)".
• Reuse an existing field when it means the same thing.
• Don't store passwords or sensitive personal data in a field.

To have AI suggest values for a field, see AI fields.

How lead scoring works

Lead scoring gives each lead a number based on rules you write. A higher score means a lead is a better fit or more interested. Your team can sort by score to decide who to contact first.

Each rule checks one or more conditions and adds (or subtracts) points.

Create a scoring rule

1. Open CRM → Lead Scoring and choose New Rule.
2. Enter a Rule Name that explains the signal, for example "Budget over 10k".
3. Add a Description so others understand it.
4. Set the Weight (1–10) to show how important this rule is compared with others.
5. Set the Max Score, the most points this rule can give.
6. Under Scoring Criteria, choose a Field, an Operator, a Value, and the Points. For example: Deal Value, Greater Than, 10000, 20 points. Choose Add Criteria to add more.
7. Leave Status set to Active, or switch it to Inactive to save it without using it yet.
8. Choose Create Rule.

Fields you can score on include Lead Source, Lead Status, Company, Email, Phone, Deal Value, Tags, Pipeline, Stage, Created Date, and your custom fields. Operators include Equals, Contains, Is Empty, In, Greater Than, and Less Than.

Example rule set

Start with three to five rules you can explain. Add more once you see how scores spread out.

Test a rule

1. On Lead Scoring, choose Test Rule on the rule.
2. Pick a lead you know well and choose Test Rule.
3. Check whether it says Rule Matches! or Rule Does Not Match, and whether that's what you expected.

Test with a strong lead, an average lead, and a lead you'd never call. If the scores don't line up with your judgement, adjust the rules.

Keep scores trustworthy

• Write down what each score range means, for example "60+ = call within a day".
• Check the spread of scores every month or so.
• Review the rules when your market, lead sources, or sales process change.
• Use scores to rank leads, not to decide on their own who gets refused service.

If something goes wrong

• New attribute is missing. You need an admin or owner role.
• I can't change a field's type. Field type and field name are fixed after creation. Create a new field and move the data across.
• Lead Scoring shows an upgrade message. It's included with paid plans.
• Every lead gets the same score. Your conditions may be too broad. Test with different leads and narrow the rules.

FAQ

Can I score People or Companies?

Lead scoring is designed for leads.

What's the difference between Weight and Points?

Points is what a matching condition adds or subtracts. Weight tells Spacebrain how important the whole rule is compared with your other rules, and Max Score caps what one rule can contribute.

Next step

Set up your sales process in deals and pipelines.