Lead grades
What this page is — the letter grades a lead can carry, and where the letters come from.
What it is for — a quick human label for lead quality that anyone can read at a glance, independent of the numeric score.
The problem it solves — "how good is this lead?" answered in one character. But grades collide with scoring in two ways that lose work, so this page is mostly about which of them wins and when.
Route: /org/marketing/leads/settings?tab=master-data → Grades
Permissions: List Lead Grades Tab · .create · .edit · .delete
1. What a grade is
| Grade | Score | Status | |
|---|---|---|---|
| Type | A letter code | An integer | A pipeline position |
| Range | Configured rows | 0 upwards | Per pipeline |
| Set by | A person, or a recalculate | Scoring rules | A person, or a rule |
| Configurable | Yes, here | No — derived | Yes |
2. Field reference
| Field | Type | Notes |
|---|---|---|
| Code | text, required | This is what a lead stores |
| Name | text, required | The display label, e.g. A - Hot |
| Status | toggle | Inactive grades leave the pickers |
The lead record holds A, not A - Hot. An integration or a rule that writes the display name instead
produces a value no picker will match and no screen will render correctly.
3. How a grade gets onto a lead
Two ways, and they fight:
- By hand, on the lead record. Writes
lead_grade. - By recalculate, on the Scoring Rules tab. Derives a grade from the new
score and overwrites
lead_gradefor every lead.
Recalculate refreshes the grade only on leads whose grade is still the automatic one, so a deliberate choice is kept.
The Lead Grade column computes a grade from the score instead of reading lead_grade. A lead stored as
A with a score of 25 displays as C - Cold. Grading by hand is therefore invisible in the list,
though the lead record shows both values.
Full explanation in status, grade and score.
The fallback bands
When no configured grade range matches a score:
| Score | Grade |
|---|---|
| 76+ | A |
| 51–75 | B |
| 26–50 | C |
| 0–25 | D |
4. The admin contract
| Needs | Or |
|---|---|
| Grades configured | Recalculate falls back to the built-in default bands |
| Codes matching what integrations write | Grades do not display |
5. Downstream
| A grade reaches | As |
|---|---|
| The lead record | The Lead Grade field |
| The leads list | Not directly — the column is computed |
| Filters | The Grade filter's options |
| Quality report | A segmentation dimension |
6. Don't confuse this with…
| This | Not this |
|---|---|
The grade code A | The grade name A - Hot |
| The Grade field on the record | The grade chip beside the score dial |
| A grade | A score |
7. Troubleshooting
| Symptom | Cause |
|---|---|
| Grades all look the same | The scoring rules may not be distinguishing your leads — check them on the scoring rules tab |
| A grade never displays | The lead holds a display name where a code is expected. Section 2 |
| A grade never displays | The lead stores a name where a code is expected. Section 2 |