Scoring & Fit Assessment

EDGR rates each customer against each product so you can work the best-fitting ones first. That rating is what the Leads page ranks by.

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Signals

A signal — a fit criterion, shown in the app as a lead tag — is one thing that makes a customer a better or worse match for a product. Each has a name, a description, a type, and a weight whose sign says which way it pushes: positive for a good sign, negative for a red flag. Each assessment produces a score between −1 and +1, kept with the reason behind it, so a score always answers “why”. Assessments accumulate as history rather than overwriting, and the latest one per signal counts.

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Building a score

Signals average within their type, and the three type scores combine into the overall. A type where nothing has been assessed is left out of the overall instead of being counted as zero. When too little weight has been assessed to say anything, the customer reads Not scored rather than 0%.

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Manage signals

Open a product, go to its lead-tags section, and add signals there. See Product Catalog. The type is fixed once a signal is created; its name, description, weight and active flag stay editable.

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When scores are recomputed

• A profile signal re-runs when the customer or company fields change.
• A conversation signal re-runs when a new message arrives.
• Submitting feedback in the Human Review modal re-runs everything on that product.
• Customer drawer → ”…” → Re-score now re-runs everything for one customer.
• The adjust-score node nudges one signal from inside a campaign. See Contact Nodes.

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Getting useful scores