Organisations

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How grades are calculated

Every contact is scored each day from vTiger — emails, website clicks, notes, quotes / orders / invoices / projects, open follow-ups and how recently anything happened. An organisation takes its strongest contact’s score. Higher score = call sooner. Each group is capped so no single signal runs away with the grade.

Grade:  A 55+ B 40–54 C 25–39 D under 25
SignalPointsCap
Email engagementreply +25 · click ≤30d +8/ea · ≤90d +5 · open ≤30d +3 · ≤90d +1 · used calculator +6 · visited site +3+30
Website clicksproduct page +8 · corporate mailbox +6 · +2 per page (max 4) · +2 per campaign (max 3) · recency +5 / +3 / +1 (≤30 / 90 / 180d)+25
Notes (ModComments)+6 (<30d) · +3 (<90d) · +1 (<1y) per note · +8 if any note this year+30
History / loyaltyaccepted quote +20 · sales order +20 · invoice +20 · project +15+40
Follow-upopen follow-up +15 · overdue >7d +8 · overdue >30d +12—
Contactablevalid email + mobile +12 · just one +6—
Organisation tierdeveloper +12 · contractor +10 · architect / engineering +10 · distributor +8 · retail +4 · prior customer +8—
Recency of activity≤7d +12 · ≤30d +8 · ≤90d +4—
Penaltiesunsubscribed −30 · hard bounce −50—

The Why column on each row lists the signals that actually fired for that record.

OrganisationTierContactsScoreBucketWhy