Settings

Configure Shoble to match your business needs and optimize your B2B lead generation process. Access settings from the main navigation in your Shoble dashboard to fine-tune how leads are filtered, scored, and presented to your team.

Default Filters

Set default filters to automatically exclude irrelevant organizations like ISPs and hosting providers to improve your B2B lead quality. These filters help you focus on genuine business prospects rather than infrastructure traffic that won't convert.

These settings establish workspace-wide defaults that can be adjusted later in each view individually as needed. This gives you flexibility while maintaining consistent baseline filtering across your team.

Date Range

The default date range determines how far back the system looks for lead activity. The recommended default is Last 90 days, which balances recent activity with sufficient historical context for meaningful engagement patterns.

• Last 7 days — Focus on very recent activity for fast-moving sales cycles
• Last 30 days — Standard month-over-month comparison period
• Last 90 days — Recommended for most B2B contexts (default)
• Last 180 days — Extended view for long sales cycles
• Custom range — Define specific start and end dates

Organization Types

Filter leads by organization type to focus on your target market segments. Each organization detected by Shoble is classified into one of these categories based on business intelligence data:

• Business — Commercial companies and private enterprises (typically your primary target)
• Government — Federal, state, and local government agencies
• Education — Schools, universities, and educational institutions
• ISP — Internet service providers
• Hosting — Data centers and hosting providers

By default, all organization types are included in lead views. You can select specific types to narrow your focus to the most relevant business prospects for your target market.

Event Scores

Event scoring is the foundation of Shoble's lead ranking system. A score indicates the relevance of an event in identifying a shop visitor as a potential customer. Higher scores represent more significant events that demonstrate stronger purchase intent or engagement.

Event scores contribute to the overall Lead Engagement Score andProduct Interest Score, helping you prioritize outreach to the most qualified prospects. These scores can be customized to match your specific business model and sales priorities.

Score Categories

• Direct Inquiry (30-50) — Lead form submissions showing explicit interest in B2B partnership
• Purchase Intent (6-10) — Checkout and payment actions indicating imminent purchase decision
• Engagement (3-5) — Active product exploration and cart interactions
• Browsing (1-2) — General site navigation and content discovery

How Scores Are Used

Event scores accumulate over time to create each lead's total engagement score. This aggregate score determines lead ranking and helps your sales team prioritize outreach:

• Lead Engagement Score — Sum of all event scores for an organization
• Product Interest Score — Event scores specific to each product variant
• Lead Ranking — Relative position based on engagement compared to other leads