Tags, Segments & Lead Scoring

concorbit provides three complementary tools for organising and prioritising your contacts: tags for manual categorisation, segments for dynamic filtering, and lead scoring for automated prioritisation.

Tags

Tags are colour-coded labels you apply to contacts, companies, and deals to categorise and group them. Tags are simple, flexible, and visible throughout the CRM.

Navigating to Tags

From the main sidebar, click CRM > Tags.

Creating a Tag

1. Click New Tag on the Tags page.

2. Enter a name for the tag (e.g. "VIP", "Inbound Lead", "Partner", "Event 2026").

3. Choose a colour by clicking one of the 10 preset colour swatches:

   • Teal, Blue, Gold, Red, Green, Light Blue, Purple, Orange, Aqua, Pink

4. Click Create.

The tag appears in the list immediately.

Tag List

The tag management page shows all tags in a table with:

• Colour dot: the tag's colour

• Name: the tag label

• Contact count: how many contacts have this tag applied (e.g. "24 contacts")

• Edit and Delete actions

Editing a Tag

1. Click Edit next to the tag you want to modify.

2. The row switches to edit mode with an editable name field and colour swatches.

3. Change the name and/or colour.

4. Click Save or press Enter.

5. Click Cancel to discard changes.

Renaming or recolouring a tag updates it everywhere it appears.

Deleting a Tag

1. Click Delete next to the tag.

2. Confirm the deletion. The warning states: "Delete this tag? It will be removed from all contacts."

3. The tag is permanently removed from all contacts, companies, and deals that had it.

Applying Tags to Contacts

There are two main ways to apply tags to contacts:

Bulk Tagging from the Contact List

1. Go to CRM > Contacts.

2. Select one or more contacts using the checkboxes.

3. Click the Tag button in the bulk action bar.

4. An inline tag picker appears. Choose:

   • Add to apply tags to the selected contacts.

   • Remove to remove tags from the selected contacts.

5. Click the tags you want to add or remove. Selected tags are highlighted with an accent border.

6. Click Apply.

Viewing Tags on Contacts

Tags appear in the contact list as small colour-coded pills beneath each contact's name. They show the colour dot and tag name.

Applying Tags to Companies and Deals

Tags can also be applied to companies and deals from their respective detail pages.

Tag-Based Filtering

While the contact list does not have a dedicated tag filter dropdown, you can:

• Use segments (see below) to create saved filters based on tag membership.

• Search for tagged contacts within segments.

• View the contact count for each tag on the Tags page to understand distribution.

Segments

Segments are saved, dynamic filters that automatically group contacts based on rules you define. Unlike tags (which are manually applied), segments recalculate in real time as contact data changes.

Navigating to Segments

From the main sidebar, click CRM > Segments.

Segment List

The segments page shows all saved segments with:

• Name: the segment name

• Description: optional description

• Rule count and logic: e.g. "3 rules (AND)" or "2 rules (OR)"

• Contact count: the current number of matching contacts

• Delete action

Creating a Segment

1. Click New Segment on the Segments page.

2. The segment builder opens with the following sections:

Segment Details

Filter Rules

Each segment is defined by one or more filter rules. Rules are evaluated against every contact in your CRM.

Match logic:

Choose how multiple rules combine:

• ALL (AND logic), contacts must match every rule

• ANY (OR logic), contacts must match at least one rule

Toggle between ALL and ANY using the buttons at the top of the rules section.

Adding a rule:

1. Click + Add rule at the bottom of the rules section.

2. A new rule row appears with three parts: Field, Operator, and Value.

Available fields:

Operators by field type:

For boolean fields and the "has value"/"is empty" text operators, no value input is needed.

Removing a rule:

Click the X icon on the right side of a rule row. You must have at least one rule.

Preview

Before saving, click Preview matches to see how many contacts match your rules:

• The preview shows the total count of matching contacts.

• A list of up to 10 matching contacts is displayed, showing name, lifecycle stage, and lead score.

• If more than 10 contacts match, a note indicates the total count.

Use the preview to validate your rules before saving.

1. Click Save Segment to create the segment.

Editing a Segment

1. Click a segment name on the Segments page to open the segment builder.

2. Modify the name, description, rules, or logic.

3. Use Preview matches to validate your changes.

4. Click Save Segment.

Deleting a Segment

1. Click Delete next to a segment on the Segments page.

2. Confirm the deletion.

Deleting a segment does not affect the contacts that were in it, it only removes the saved filter.

Segment Examples

Here are some practical segment configurations:

Hot leads ready to close:

• Lead score > 70 (AND)

• Lifecycle stage is "opportunity"

Inactive contacts:

• Days since activity > 90

London-based customers:

• City contains "London" (AND)

• Lifecycle stage is "customer"

Contacts without company:

• Has company = no

Engaged leads with email:

• Has email = yes (AND)

• Lead score >= 30 (AND)

• Lifecycle stage is "lead"

Lead Scoring

Lead scoring automatically assigns a numeric score (0, 100) to each contact based on rules you configure. Higher scores indicate more engaged or valuable contacts.

Navigating to Lead Scoring

From the main sidebar, click CRM > Lead Scoring.

Score Guide

The lead scoring page displays a score guide at the bottom:

Creating a Scoring Rule

1. Click New Rule on the Lead Scoring page.

2. Fill in the rule form:

Available fields for scoring rules:

Operators by field type:

1. Click Add Rule to save.

Example Scoring Rules

Managing Scoring Rules

The scoring rules page lists all rules with:

• Points: displayed prominently (positive in green with "+", negative in red)

• Rule name and condition description

• Active/Inactive toggle: click to enable or disable a rule without deleting it

• Delete button, permanently removes the rule

Inactive rules are displayed with reduced opacity and do not affect scores.

Recalculating Scores

When you add, edit, or remove scoring rules, existing contact scores are not automatically updated. To apply the new rules to all contacts:

1. Click Recalculate All at the top of the Lead Scoring page.

2. concorbit re-evaluates every contact against all active rules and updates their scores.

This is useful after making significant changes to your scoring model.

How Scores Are Displayed

• On the contact list, the Score column shows each contact's current score.

• On the contact detail page, the score appears in the header.

• In segment previews, scores are shown next to each matched contact.

• The contact list can be sorted by score to quickly identify your hottest leads.

Using Tags, Segments, and Scoring Together

These three tools work best in combination:

1. Tag contacts with source information (e.g. "Webinar Attendee", "Referral", "Website").

2. Create scoring rules that reward specific tags (e.g. "Has tag = Referral" = +20 points).

3. Build segments that combine scoring and tag criteria (e.g. "Lead score > 50 AND has tag Webinar Attendee").

4. Use segments to identify which contacts to prioritise for outreach, email campaigns, or deal creation.

Workflow Example

1. A contact fills out a form on your website and is created with the "Inbound" tag and "Lead" lifecycle stage.

2. Scoring rules assign +10 for having email, +5 for having a company, +10 for the "Inbound" tag = 25 points (Warm).

3. Your team qualifies the lead and changes the stage to "Qualified" = +20 more points = 45 (Warm).

4. The contact appears in your "Hot Leads" segment (score > 40 AND stage is qualified).

5. A team member creates a deal and schedules a discovery call.

Tips

• Keep tag names short and consistent. Agree on a naming convention with your team.

• Use colour coding meaningfully, for example, green for positive attributes and red for warnings.

• Start with a small number of scoring rules and refine over time based on which scores correlate with actual conversions.

• Use negative points for disqualifying criteria (e.g. inactive contacts, wrong geography).

• Review segments regularly to ensure they still match your current business needs.

• Use the "Recalculate All" button after any major rule changes to keep scores accurate.