How Opportunity Grading Works
See exactly how CoDriver evaluates lead quality, assigns grades from 1 (hot) to 3 (cold), and decides when to hand off to your sales team.
Opportunities are automatically graded from 1 (hot) to 3 (cold) based on the quality signals they contain. The grade determines when an opportunity is ready to be handed off to your sales team. Higher scores and meeting specific requirements earn better grades.
⭐ Grade Levels
- Email address
- Phone number
- ZIP/Postal code
- BUY_STRONG_ANY_OF
- SELL_STRONG_ANY_OF
- Email address
- Phone number
- BUY_INTENT_ANY_OF
- SELL_INTENT_ANY_OF
- Email address
⏰ Recency Bonus
Recently active opportunities earn bonus points. Scores decay over time to prioritize fresh leads.
| Opportunity Age | Points Awarded |
|---|---|
| 1 day | + 20 pts |
| Up to 3 days | + 15 pts |
| Up to 7 days | + 10 pts |
| Up to 14 days | + 5 pts |
| 15+ days | 0 pts |
🚪 Gates (Qualification Requirements)
Gates are groups of characteristics that must be satisfied to qualify for certain grades. Meeting ANY characteristic in the gate satisfies the requirement.
BUY_INTENT_ANY_OF
3 characteristicsAny ONE of these satisfies Grade 2 buy-intent gate
SELL_INTENT_ANY_OF
3 characteristicsAny ONE of these satisfies Grade 2 sell-intent gate
SELL_STRONG_ANY_OF
2 characteristicsStronger sell signals for Grade 1 (sell path)
BUY_STRONG_ANY_OF
2 characteristicsStronger buy signals for Grade 1 (buy path)
📊 Scoring Characteristics
Each characteristic contributes points to the total score. Click to expand each group to see detailed scoring rules.
Decays with time
Required at Grade 2+
Required at all grades
Required at Grade 1
Want to go deeper?
Explore the Help Center for more guides on AI nurturing, handoff criteria, and best practices for working with graded opportunities.