Lead scoring can be a real lifesaver—or a total waste of time—depending on how you set it up. If you’re in sales or marketing and tired of chasing dead-end leads, you’ll want to get this right. This guide is for folks who want clear, no-nonsense steps to set up lead scoring in Opnbx, with none of the fluff. We’ll cover what actually matters, what’s just noise, and how to get useful signals out of your data. Let’s get into it.
What Is Lead Scoring, and Why Should You Care?
Lead scoring is basically a way to rank your leads so you know which ones are likely to turn into customers. Done well, it helps you focus your time on people who actually want what you’re selling. Done badly, it’s just another layer of busywork.
Why bother?
- You stop wasting time on tire-kickers.
- Sales and marketing get on the same page about what a “good lead” looks like.
- You can automate follow-ups (without being a robot).
That said, don’t expect magic. Lead scoring won’t turn cold leads hot. It just helps you spot the ones already warming up.
Step 1: Define What a “Good Lead” Means for You
Before you even touch Opnbx, you need to figure out what you care about. Every business is different. Don’t just copy someone else’s criteria.
Start with:
- Demographics: Company size, industry, location, job title.
- Behavior: Website visits, email opens, downloads, event attendance.
- Engagement: How often do they reply? Are they asking good questions?
Pro tip: Talk to your sales team. They’re the ones who know which leads are actually worth chasing.
What to ignore:
Don’t get bogged down tracking every tiny interaction. Five minutes spent on your careers page? Ignore it. That doesn’t mean they’re buying.
Step 2: Get Your Data in Order
Opnbx can only score leads based on what it knows. Garbage in, garbage out.
Checklist:
- Make sure your CRM data is clean—no duplicate contacts, missing emails, or obviously fake info.
- Connect your website forms, email platform, and any other lead sources to Opnbx.
- Double-check that fields like “Industry” or “Job Title” are actually filled in for most leads.
If you’re missing data:
Don’t try to score on it. Focus on the stuff you reliably have.
Step 3: Log Into Opnbx and Navigate to Lead Scoring
Now that you’ve done the groundwork, open up Opnbx.
- Go to the main dashboard.
- Find the “Lead Scoring” section—usually under “Settings” or “Automation.” If you can’t find it, use the search bar at the top.
- You’ll see options to create a new lead scoring model or edit an existing one.
Heads up:
Some features might be locked behind a paid tier. If you’re on a free plan and don’t see lead scoring, check their pricing page before you waste time hunting.
Step 4: Build Your Lead Scoring Model
This is where most people overthink things. Start simple. You can get fancy later.
Choose Your Criteria
Pick 3–5 things that actually signal buying intent. For example:
- Job Title: Decision-makers get more points (e.g., +10 for “Director” or “VP”).
- Company Size: Your sweet spot gets more points (e.g., +10 for “51–200 employees”).
- Website Visits: Multiple visits in a week (+5).
- Downloads: Grabbed your pricing sheet? (+15).
- Email Engagement: Opened or replied to your last 3 emails? (+10).
Don’t bother with:
- Social media likes (unless you sell social media tools).
- Filling out your newsletter form six months ago.
Assign Point Values
- Be honest: Does this action really mean they’re ready to buy?
- Use round numbers to start (5, 10, 15).
- Don’t let any one action make or break the score.
Example:
| Criteria | Points | |---------------------------|----------| | Job Title (Director/VP) | +10 | | Company size 51–200 | +10 | | Visited pricing page | +15 | | Opened 3+ emails | +10 | | Downloaded case study | +5 |
Set Score Thresholds
- Hot Lead: 30+
- Warm Lead: 15–29
- Cold Lead: Below 15
You can adjust these later once you see how things shake out.
Step 5: Configure the Rules in Opnbx
- Click “Add Rule” or “Add Scoring Attribute.”
- Choose the field (e.g., “Job Title”), set the condition (e.g., contains “Director”), and assign the point value.
- Repeat for each criterion.
- Save your model.
If you get stuck:
Opnbx has tooltips on most fields—hover for hints. If you’re still lost, their support docs are fairly direct.
Step 6: Test Your Model Before Going Live
Don’t trust your setup blindly—run a few test leads through.
- Pick real leads you know are hot and cold.
- Check if their scores make sense.
- If everyone’s “hot” or everyone’s “cold,” your thresholds or points are off.
What usually goes wrong:
- You gave too many points for a weak signal (e.g., opening one email = hot lead? Nope.)
- You picked criteria that only apply to a tiny slice of your leads.
- Your data is spotty (half your leads have no job title).
Tweak your points and rules as needed. Don’t sweat perfection—just get it directionally right.
Step 7: Put Lead Scoring to Work
Now that your model is live, the real test is whether it actually helps.
Automate Actions (But Don’t Overdo It)
- Set up workflows: Automatically assign “hot” leads to sales, or trigger a follow-up email for “warm” leads.
- Flag “cold” leads for nurture campaigns—maybe they just aren’t ready yet.
Don’t:
Automate every little thing. Keep human eyes on high-value leads, especially early on.
Train Your Team
- Show sales how to see lead scores in Opnbx.
- Agree on what happens with each score range.
- Get feedback after a couple weeks—what’s working, what’s not?
Step 8: Review and Improve (Seriously, Don’t Skip This)
Lead scoring isn’t a set-and-forget thing. If you never revisit it, it’ll get stale fast.
- Check: Are the “hot” leads actually closing?
- Are you missing good leads because your score is too strict?
- Is your sales team ignoring the scores? (Ask why.)
Tweak your criteria and thresholds every few months. As your business changes, so should your model.
What Works (and What Doesn’t)
Works:
- Keeping it simple. Complex models sound fancy but usually fall apart.
- Using real sales feedback—not just what marketing thinks matters.
- Scoring on actions that show real buying intent.
Doesn’t Work:
- Assigning points for vanity metrics (e.g., social media follows).
- Setting and forgetting. The market changes, your scoring should too.
- Trying to automate your way out of actually talking to leads.
Keep It Simple, Iterate Often
Lead scoring in Opnbx isn’t rocket science, but it does take a bit of honest effort. Don’t aim for perfection from day one. Build something simple, see how it works, and tweak as you go. The best lead scoring model is the one you’ll actually use—and keep improving.
Now get out there and score some leads (just, you know, don’t let the robots run wild).