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Levels

Levels classify leads, accounts, and deals into named ranges based on their scores. They turn a raw number into something your team can act on at a glance — "Hot," "Strong Fit," "Target Account" — and they power filtering, segmentation, and triggers across kenbun.

Why Levels Matter​

A score on its own is just a number. Levels translate that number into a tier your team can prioritize against:

  • Sort and filter the Leads and Accounts tables by tier.
  • Build segments that key off level changes ("Newly Hot," "Strong Fit & Cold").
  • Fire triggers when a lead crosses into or out of a level (handoff to sales, drop into nurture).
  • Communicate consistently so marketing, sales, and CS use the same vocabulary for what "warm" or "qualified" means.

Level Types​

kenbun supports four level types, each configured on its own page under Configure > Levels:

Level TypeWhat It TiersWhen To Use
Engagement LevelsBehavior-based engagement scorePrioritize who's actively engaging — your daily outreach list
Profile LevelsFirmographic / demographic fit scoreIdentify ICP fit independent of engagement
Account LevelsAggregate account score (ABM)Tier whole companies for ABM and sales planning
Deal LevelsDeal score (feature-flagged)Tier deals by likelihood to close

Pair engagement and profile levels together to find your sharpest opportunities — high engagement + strong fit means a lead is both interested and a good match for your product.

How Levels Work​

Score-Based Classification​

Each level is defined by:

  • Name — the label displayed everywhere in the app (e.g., "Hot")
  • Min Score (inclusive) — the lower bound for this tier
  • Max Score (inclusive) — the upper bound, or open-ended for the top tier
  • Color — optional visual indicator used for chips and badges

Leads or accounts are assigned to the first level whose range contains their score.

Non-Overlapping Ranges​

Level ranges within the same type cannot overlap:

  • ✅ Valid: Cold (0–24), Warm (25–49), Hot (50+)
  • ❌ Invalid: Cold (0–50), Warm (25–75) — overlaps at 25–50

Adjacent ranges with no gap are recommended.

Open-Ended Top Tier​

Leave the upper bound blank on the topmost level to capture all scores from its minimum upward. When you click Add Level above an existing open-ended tier, kenbun automatically closes the old tier at the new level's minimum so your ranges stay continuous — no manual editing needed.

History and Revert​

Every change to a level (create, update, delete) saves a snapshot. From any Levels page, click History to see who changed what and when, and click Revert to restore an earlier configuration. Reverting takes effect immediately and reclassifies leads in real time, so review the snapshot before confirming.

Validation Rules​

ErrorCauseSolution
Ranges overlapNew level overlaps an existing rangeAdjust min/max so ranges are sequential
Min greater than maxmin_score > max_scoreSwap or correct the values
Name requiredEmpty or missing nameProvide a descriptive level name

Best Practices​

Pick Clear, Action-Oriented Names​

  • ✅ Cold, Warm, Hot, Very Hot
  • ✅ Poor Fit, Okay Fit, Strong Fit, Perfect Fit
  • ❌ Level 1, Level 2, Level 3 — uninformative

Use 3–5 Levels​

Most teams find 3–5 levels strike the right balance between granularity and clarity. kenbun supports up to 10 per type. Too few means leads bunch up in one tier; too many becomes overwhelming.

Match Ranges to Real Distribution​

Look at your leads' actual score distribution before drawing thresholds. If 90% of leads score below 50, don't make "Hot" start at 75 — your top tier will be empty and the levels won't help anyone prioritize.

Align Across Teams​

Make sure marketing, sales, and CS agree on:

  • What each level means in their workflow
  • What action to take at each tier
  • When to escalate from one tier to the next

Review Quarterly​

Revisit thresholds every quarter. Are the right leads being prioritized? Have your scoring rules drifted in a way that pushes everyone into one bucket? Are there levels nobody references anymore?

How Levels Are Used Elsewhere​

  • Lead and Account tables — level appears as a colored badge; you can sort and filter on it.
  • Lead detail pages — show both engagement and profile levels.
  • Notifications — Slack, Teams, and webhook payloads include level names so downstream systems can branch on tier.
  • Segments — build dynamic segments like "All Hot Leads" or "Strong Fit, Low Engagement."
  • Triggers — fire actions when leads enter or leave a level.

Troubleshooting​

"No level shown for this lead"​

The lead's score falls outside any defined range. Add a level that covers the missing range — most often a "Very Cold" tier covering 0 (or negative scores, if negative scoring is enabled).

"Account Levels page missing"​

Account-Based Marketing isn't enabled. Go to Settings > Scoring and turn on the ABM toggle. The Account Levels tab appears once ABM is on.

"Deal Levels page missing"​

Deal scoring is feature-flagged. Contact your kenbun account team if you'd like access.

"Level changes but UI doesn't update"​

Refresh the page. Levels reclassify in real time, but the cached page view may still show the old badge.