§ 03
HOW A LEAD IS SCORED · RULES, WITH REASONS
A score you can read the reasons for.
A lead's score is the points it earns over the points that apply to your company. A part you have not set is not scored, and a fact the lead does not state counts for nothing either way. Every part of the score comes with a plain reason line. A lead needs 50 or more to be added to your list, and a lead whose stated facts clearly do not fit your settings (a division that is not your trade, a state you did not name, work of a kind you said you do not bid, or a value or size outside your ranges) is left out whatever it scores.
Trade · 35 points
Its divisions against your trade
The lead's CSI divisions against the trade you set in Settings. Divisions the lead states earn all the points; a trade that a new building or an addition usually includes earns 65 percent of them, marked Likely.
Region · 20 points
Its place against your places
The lead's state and city against the states and cities in your Pursuit profile.
Size · 15 points
Its value against your range
The lead's estimated value against the value range in your Pursuit profile.
Type · 10 points
Its project type
The lead's project type against the project types you target.
People · 10 points
Who is behind it
A GC, developer, architect or owner you already know: the ones in your Pursuit profile and in your Clients.
Recency · 10 points
How new it is
How new the lead is. The other parts count only when you set them: building size (8 points), public or private work (10) and prevailing wage (10).
If you have set nothing, there is no fit to rank: the list says leads are not ranked yet, and each lead shows a dash instead of a confident number.
“Likely” tags are rules, not AI
A source does not always say whether work is public or private, whether prevailing wage applies, or which trades a new building involves. In those cases Opportunities may show a best guess marked Likely, with the reason beside it. The guesses come from fixed rules, not from an AI model: a federal notice is public work and Davis-Bacon applies; a state or local agency's bid is public work and usually carries prevailing wage; a permit owned by a company is private; a Los Angeles permit for a commercial or multifamily building is likely private because the City of Los Angeles does not permit state or federal buildings; and a notice or permit that says it is a new building or an addition may be shown with the divisions such a building usually includes. A Likely value is never saved as fact, and anything you or a file state wins over it.