Lead Scoring and Won/Lost
Lead scoring tells your sales team which leads to call first, and the Won/Lost workflow records how every opportunity ended — so you learn what works. Together they turn your CRM from a contact list into a prioritised pipeline.
How lead scoring works
Udyot gives each open lead a score out of 100, combining five signals: expected deal value, win probability, engagement (how many activities you have logged), recency (how recently you last touched it), and stage progression. Leads are tiered hot, warm, cool, or cold, so the hottest opportunities rise to the top of the Top-Scoring Leads report.
Marking a lead Won or Lost — step by step
- Open the lead and choose Mark Won or Mark Lost.
- For a loss, record the reason — this feeds the Lost Reasons report so you can spot patterns.
- Udyot moves the lead to the Won or Lost stage and stamps the date.
Tips & common questions
Does the score update on its own? Yes — it recalculates from the lead’s value, probability, and activity, so it always reflects the latest state.
Where do I see why deals are lost? The Lost Reasons report aggregates the reasons you recorded at close.
Related: Managing Leads and Opportunities, Sales Pipeline and Activities.