[{"data":1,"prerenderedAt":448},["ShallowReactive",2],{"shell":3,"article:settings-lead-scoring-foundation":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"productLocation":45,"settingsCategory":46,"topic":47,"html":50,"toc":51,"shots":62,"related":70,"paths":83,"videos":84,"sidebar":85},"settings-lead-scoring-foundation","guide","\u002Fguides\u002Fsettings-lead-scoring-foundation","gauge","Set the scoring foundation","Use Lead Scoring → Setup to choose the industry starting point, default customer profile and context available to scoring. You need authority to edit workspace…","intermediate","published","browser-observed-read-only","2026-11-04","planned","Settings → Lead Scoring → Setup","Lead Scoring",{"slug":31,"title":48,"href":49},"Settings","\u002Ftopics\u002Fsettings","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Use \u003Cstrong>Lead Scoring → Setup\u003C\u002Fstrong> to choose the industry starting point, default customer profile and context available to scoring. You need authority to edit workspace scoring policy. Start after the live policy loads, and coordinate changes with whoever owns qualification rules and research spending.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Cfigure class=\"see shot\" data-shot-figure=\"settings-lead-scoring-foundation-desktop\">\u003Cp class=\"see-label\">What you’ll see\u003C\u002Fp>\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"settings-lead-scoring-foundation-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Setup page in Lead Scoring, with Industry defaults, Profiles & segments and Context associations sections.\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fsettings-lead-scoring-foundation-desktop.jpg\" alt=\"Setup page in Lead Scoring, with Industry defaults, Profiles & segments and Context associations sections.\" width=\"1920\" height=\"873\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Lead Scoring Setup page, where you pick an industry preset and set your default customer profile.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"settings-lead-scoring-foundation-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\n\u003Csection class=\"section\" data-section=\"prepare-the-policy-draft\">\u003Ch2 id=\"prepare-the-policy-draft\">Prepare the policy draft\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Expand \u003Cstrong>Industry defaults\u003C\u002Fstrong>. Review \u003Cstrong>Preset\u003C\u002Fstrong>, \u003Cstrong>Resolution source\u003C\u002Fstrong>, \u003Cstrong>Default profile\u003C\u002Fstrong>, and enabled sources. Profile choices include B2B, B2C, Hybrid and Property management. \u003Cstrong>Apply preset defaults\u003C\u002Fstrong> changes the draft starting configuration; review its consequences before publication.\u003C\u002Fli>\n\u003Cli>Open \u003Cstrong>Profiles & segments\u003C\u002Fstrong>. Use \u003Cstrong>Add segment\u003C\u002Fstrong> when a group needs different routing. Review \u003Cstrong>Label\u003C\u002Fstrong>, \u003Cstrong>Profile\u003C\u002Fstrong>, \u003Cstrong>Priority\u003C\u002Fstrong>, \u003Cstrong>Tags any\u003C\u002Fstrong>, \u003Cstrong>Lifecycle any\u003C\u002Fstrong>, and \u003Cstrong>Benchmark set\u003C\u002Fstrong>. The screen states that the lowest priority wins, so resolve overlapping segments deliberately.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Context associations\u003C\u002Fstrong>, choose \u003Cstrong>Allowed context types\u003C\u002Fstrong> and review \u003Cstrong>Default context IDs\u003C\u002Fstrong> and \u003Cstrong>Require context for segments\u003C\u002Fstrong>. \u003Cstrong>Context changes trigger rescore\u003C\u002Fstrong> controls stale-score handling when associations change.\u003C\u002Fli>\n\u003Cli>Choose \u003Cstrong>Save draft\u003C\u002Fstrong> to store the policy draft without publishing it. The shared bar includes changes from the other scoring tabs; check its unsaved-change count.\u003C\u002Fli>\n\u003Cli>When the complete policy is approved, \u003Cstrong>Publish\u003C\u002Fstrong> saves pending edits and activates the draft. Review \u003Cstrong>Rescore on publish\u003C\u002Fstrong>, which starts checked. \u003Cstrong>Discard\u003C\u002Fstrong> abandons unsaved draft changes.\u003C\u002Fli>\n\u003C\u002Fol>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"confirm-and-recover\">\u003Ch2 id=\"confirm-and-recover\">Confirm and recover\u003C\u002Fh2>\u003Cp>Check the returned draft or active version and reopen the policy. A published policy and a queued rescore are separate outcomes; the status can report publication succeeded but rescore could not be queued. Linked pages under \u003Cstrong>More settings for this tab\u003C\u002Fstrong> save independently and are not included by Publish. Resolve load or save errors before continuing.\u003C\u002Fp>\u003Cp>Related: \u003Ca href=\"\u002Fguides\u002Fsettings\">Settings\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fresearch\">Research\u003C\u002Fa>.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cp>The screenshot for this guide is shown above, under “What you’ll see”.\u003C\u002Fp>\u003C\u002Fsection>",[52,56,59],{"id":53,"text":54,"depth":55},"prepare-the-policy-draft","Prepare the policy draft",2,{"id":57,"text":58,"depth":55},"confirm-and-recover","Confirm and recover",{"id":60,"text":61,"depth":55},"screenshots","Screenshots",{"settings-lead-scoring-foundation-desktop":63},{"id":64,"src":65,"alt":66,"caption":67,"width":68,"height":69},"settings-lead-scoring-foundation-desktop","\u002Fmedia\u002Fscreenshots\u002Fsettings-lead-scoring-foundation-desktop.jpg","Setup page in Lead Scoring, with Industry defaults, Profiles & segments and Context associations sections.","The Lead Scoring Setup page, where you pick an industry preset and set your default customer profile.",1920,873,[71,76],{"slug":31,"title":72,"href":73,"icon":31,"description":74,"level":40,"productLocation":75},"Find the right workspace setting","\u002Fguides\u002Fsettings","Settings is a curated directory of configuration pages. 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