Overview
Lead grading allows you to validate lead data using checks on core fields and assign a quality score. These scores help improve lead quality and automate routing based on predefined thresholds and actions. Validation can be done on:
You are able to run grading on the following fields:
Address – Ensures that the address is deliverable.
Phone – Ensures that the phone number is registered with a telecom service provider.
Email – Ensures that the email address is registered with an email service provider.
IP Address – Checks to make sure that the IP is tied to the Address.
Comments – Make sure that the comments section has information input.
Note: For the Address check in lead grading to pass, it's necessary to include the complete mailing address, including system fields such as Address, City, State, Zip, and Country. Otherwise, the verification will not succeed.
You are able to set up a custom grading scale with each letter grade allowing you to have leads follow certain routes.
LeadExec will then show the grade of the lead inside of the reporting screens.
Setting up Lead Grading
Step 1: Access Lead Grading Settings
Navigate to the Settings section by clicking the Settings tab at the top, then select Lead Grading from the options on the left side.
Step 2: Enable Validation Options
On the Lead Grading screen, enable the desired validation options by selecting Enable for each one you wish to use.
Step 3: Assign Point Values
After enabling your preferred validation options, assign a point value to each one. This value will be awarded if the lead passes the corresponding validation.
Step 4: Configure Grade Thresholds
Once all point values are set, configure your grade settings. At the bottom right of the Lead Grading section, you’ll see the highest possible score, which can help guide your letter grade thresholds.
Step 5: Set Grade-Based Actions
After setting the score ranges for each letter grade, define the corresponding action by selecting it from the Action dropdown menu.
Step 6: Save Settings
Click Save and Agree at the top left of the Lead Grading section to apply your settings.
Step 7: Apply to Campaigns
Finally, implement these settings across all campaigns where you want leads to be graded. To do this, go to each campaign, navigate to Grading Services, and set Lead Grading to "Yes, Perform lead grading."
What Lead Grading Enables
Quality scoring for every incoming lead based on validation results
Routing logic or rejection based on grade (e.g., send “F” leads to Quality Control bin).
Reporting dashboards showing lead quality over time, both real-time and historical
Best Practices
Ensure your validation settings align with your compliance and quality goals
Set clear score thresholds for actionable grading (A and B deliver, C/D quarantine, F reject)
Consistently review lead-grade distributions to refine routing logic
Tailor grading rules per campaign or lead type if needed for precision
Summary
Use Lead Grading to automate lead quality checks based on address, phone, email, IP, and comments validation. Assign scores and letter grades that trigger routing or rejection actions. Apply configurations to campaigns and maintain clarity through reporting and quality thresholds.
Let me know if you’d like branded screenshots, refined section headings, or additional detail around grading thresholds and campaign assignments!