This article explains how to set up a lead scoring system in FirstQuadrant using custom properties enriched by AI. It covers the difference between demographic and behavioral inputs, how to define and calculate a score, and how to use these scores for segmentation via Views.
Number
Important: For this system to work, the behavioral data (like signups or demo requests) needs to be sent to FirstQuadrant via the API or Webhooks. For example, signing up on your site should trigger a note or event in FirstQuadrant that the AI can read and process. Additionally, any demographic or firmographic data used in scoring (such as company size, industry, or job title) may first need to be enriched via separate properties, as well.
Lead score > 60
→ Hot leadsLead score between 30 and 60
→ Warm leadsLead score < 30
→ Cold leadsSee the dedicated helpdesk article on Views and segmentation for detailed instructions on setting up filters.