| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 521 |
| Technical Name |
nx_crm_lead_score |
| License | LGPL-3 |
| Website | https://nexeerp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Discuss (mail) • Calendar (calendar) • Contacts (contacts) |
| Lines of code | 521 |
| Technical Name |
nx_crm_lead_score |
| License | LGPL-3 |
| Website | https://nexeerp.com |
CRM Lead Scoring Engine
Automatically score leads and opportunities based on configurable weighted criteria
Key Features
Configurable Rules Engine
- Create unlimited scoring rules
- 10 different criteria types
- Assign positive bonuses
- Assign negative penalties
Auto-Recalculation
- Computes instantly on save
- Score is stored in the database
- Fully indexed for fast searching
- Zero manual calculation needed
Colour-Coded Badges
- Visual score band indicator
- Displays on Kanban cards
- Displays in List views
- Instantly spot hot vs cold
Score Breakdown Tab
- Dedicated tab on Lead Form
- See exactly why it scored high/low
- Itemised list of matched rules
- Full transparency for reps
Bulk Re-score Wizard
- One-click global re-score
- Select specific leads from list
- Perfect for rule adjustments
- Background processing
Smart Filters & Grouping
- Search by Score Band
- Quick-filter Hot Leads
- Group pipeline by Score
- Easy priority sorting
Scoring Formula & Criteria
Lead Score = Sum of (Rule Points x Rule Matched)
Each active rule is evaluated against the lead's data. When the rule's criterion is met, its point value is added to the total. Negative point values act as penalties (e.g., old leads stuck in a stage too long).
| Criterion Type | Description | Example Usage |
|---|---|---|
| Revenue ≥ Amount | Expected revenue on the lead | Revenue ≥ 10,000 = +20 pts |
| Revenue < Amount | Penalise low-value leads | Revenue < 500 = -10 pts |
| Win Probability ≥ / < % | Odoo's probability field (0-100) | Probability ≥ 70% = +25 pts |
| Activity Count ≥ N | Number of logged activities | Activities ≥ 3 = +15 pts |
| Days in Stage ≥ N | Staleness penalty for old leads | Stage age ≥ 30 days = -20 pts |
| Lead Source / Country | Match specific source or country | Source = Google Ads = +10 pts |
| Priority / Lead Type | Match priority stars or lead/opp flag | Priority = Very High = +20 pts |
Five Intelligent Score Bands
Every lead is classified into a colour-coded band based on its total accumulated points.
Cold
≤ 0
Low engagement,
low priority
Low
1 - 20
Needs more
nurturing
Medium
21 - 50
Qualified,
follow up
High
51 - 80
Strong intent,
prioritise
Hot
81+
Act now —
ready to close!
How to Setup and Use
- 1 Install the Module: Go to the Apps menu, search for CRM Lead Scoring Engine and install it.
- 2 Create Scoring Rules: Navigate to CRM → Lead Scoring → Scoring Rules. Click New to create rules based on criteria like Revenue, Source, or Stage Age. Assign points.
- 3 Re-score All Leads: Once your rules are ready, go to CRM → Lead Scoring → Re-score All Leads and execute the bulk action to apply scores immediately to all existing leads.
- 4 Prioritise Pipeline: Open your CRM Pipeline. Look for the colour-coded score badges. Sort columns by Score or use the built-in "Hot Leads" filter to focus your efforts.
NEXERP PRIVATE LIMITED
Premium Quality Odoo Extensions
Visit www.nexeerp.com
Version 19.0.1.0.0 | License: LGPL-3 | Powered by Odoo 19
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