Labeling Leads on the Prospecting Tool

Criteria used to add the tags hot, warm, or cold to the contacts on the prospecting tool.

Cold Lead: New Contacts

These are leads that have shown minimal interest or engagement. They might have visited your website or signed up for a newsletter but haven't interacted much beyond that. Cold leads are typically early in the buyer's journey and may need more nurturing before they're ready for a direct sales pitch.

Warm Lead: Attempting + 3 Interaction (Opens + Clicks) on the Past 3 Months.

Warm leads have shown a moderate level of interest in your products or services. They might have engaged with your emails, downloaded a resource, or attended a webinar. Warm leads are more likely to consider your offering but may still need additional information or interaction to move forward in the buyer's journey.

Hot Lead: Connected + Interaction on the Past 7 days.

Hot leads are highly engaged and close to making a purchase decision. These leads have interacted with your marketing content or sales team multiple times, have a clear understanding of your product/service, and may have indicated a readiness to buy soon. They’re often considered high-priority for direct outreach by sales teams.