Configure scoring rules
Change how one team scores leads and apply the new rules to existing leads.
Scoring rules decide how Prospero ranks leads for the selected team. You can change category weights, switch individual rules on or off, and adjust their points without changing another team.
Before you start
Select the correct market and team in the top bar. You need owner or admin access to save pipeline settings.
Review the current scoring setup
Open Pipeline settings
Open Settings, select Pipeline, then open Rules. The page shows the scoring categories for the selected team's industry.
Check the weight distribution
Review Weight distribution before changing a category. It shows how much each category contributes to the final score.
Open a scoring category
Select a category under Scoring categories. Prospero shows its weight, maximum points, active-rule count, and individual rules.
Change the rules
Change the category weight
Edit Weight when the category should have more or less influence on the final score. Review the distribution again after the change.
Switch a rule on or off
Use the rule's switch to include or exclude it from scoring. A switched-off rule contributes no points.
Change the rule points
Edit Points to change the value of a matching rule. Prospero applies the first matching rule within a field, so keep the more specific conditions ahead of broad ones.
Review each category summary
Check the active-rule count, maximum points, and weight shown for every changed category. This catches a category with no active rules before you save.
Save or discard the changes
Save the rules
Select Save rules. Wait for Scoring rules saved before leaving the page.
Rescore existing leads
Open Activity, select Pipeline, then select Rescore. Existing leads keep their old scores until this run finishes.
Select Discard changes to leave the saved rules unchanged. Select Reset rules only when the team should return to its industry defaults; this resets the visible scoring categories but keeps the team's thresholds, qualification rules, and other settings.
Check the result
Open Pipeline, then Scoring, after the rescore finishes. Review Average score, Score distribution, Tier breakdown, and Top leads by score. If no results appear, confirm that discovery has produced leads for the selected team.
Next, configure team tiers so the score ranges match the labels your team uses.