Open Settings → Lead grading. This policy describes a strong match after a lead passes the earlier checks.

1. Set Grade to pursue under Qualification threshold, then review each criterion’s definition. Select Edit definition to make its meaning fit your actual work.
2. Set the criterion’s allocation. All allocations together must total 100 points; use the allocation total beside the threshold.
3. Optionally set Minimum. This is a minimum number of earned points for that criterion, not a second 0-to-5 model score. Blank means no floor.
4. Use Add a parameter for a library criterion or a custom one. Remove criteria you do not intend to use.
5. Under Additional scoring guidance, add optional Scoring instructions.
6. Select Save grading and wait for confirmation.

For example, a 20-point criterion scored 4 out of 5 earns 16 points. A floor of 18 on that criterion blocks the lead even if its overall total is high enough. A floor cannot exceed its criterion’s allocation.

Use calibrated preset applies the standard criteria available to your account and allocates all 100 points. That differs from a new account’s equal-point starting allocation. The confirmation states how many criteria will be applied. Review the result before saving.

Test your policy by reading real Score explanations. Use Re-score only when you want a new paid assessment; changing the settings alone does not make an old explanation current.

What it looks like

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