Published at: 2026-09-17
Behavior points
Overview
Behavior Points accumulate scores based on user behavior and help you evaluate Lead intent.
Business value
Behavior Points add up values from a prospect’s marketing interactions.
Sales reps can use points to identify intent and prioritize more active Leads.
Core concepts
| Concept | Definition | Related objects |
|---|---|---|
| Behavior Points | The system automatically adds or deducts points based on behavior rules and calculates a total score. | Sales Lead |
| Point details | Score records generated each time a behavior matches a rule. | Sales Lead |
| Rule result field | A field that stores the total point value or segment result. | Sales Lead |
Operating mechanism
Behavior Points follow the sequence of behavior occurrence, rule matching, point accumulation, and result display.
graph TD
A[User performs a marketing behavior] --> B[Behavior Points rule]
B --> C[Match add-point or deduct-point condition]
C --> D[Generate point details]
D --> E[Update total Behavior Points]
E --> F[View on the Sales Lead details page]
- The scoring object currently supports only Sales Lead.
- The Sales Lead object can have only one Behavior Points rule.
- Behavior rules can add points or deduct points.
- If rules conflict, matched rules take effect in sequence.
- The system provides the Behavior Points numeric field by default to store the total score.
- Administrators can also configure a single-select field to map score ranges to intent segments.
View points
- In the Sales Leads list, open the target Lead.
- On the details page, view the Behavior Points field.
- Click the point value to view each point detail.
Differences from scorer
| Comparison item | Behavior Points | Scorer |
|---|---|---|
| Basis | User behavior | Lead object fields |
| Calculation method | Accumulates or deducts points by behavior | Recalculates after field changes |
| Business focus | Evaluates Lead intent | Evaluates Lead fit |
Example
An administrator configures two rules:
- Follow any official account to add 1 point.
- Follow a specified official account to add 2 points.
When a Lead matches both rules, the system adds 3 points and generates two point detail records.