Using the Score tester
Manually test a company, country, MCC/NAICS, or wallet address.
The Score tester runs a real score on the spot — the exact same tier and reason a rep would see on a CRM record — without needing an actual CRM record to test with. It's the fastest way to confirm a rule or category change behaves the way you expect before you rely on it for real deals.
Steps
Requires Admin access, or Member access with Compliance access granted.
Company name, Country, MCC, NAICS, and
Wallet address are all optional and independent — fill in only what you want to test.
Country and MCC/NAICS are checked against your rules; company name and
wallet address trigger any connected 3rd-party providers.
The result comes back the same way it would for a live CRM record.
You'll get a tier badge (Green, Yellow, Red, or "cannot be determined" for Unknown) and the reason text behind it. The reason reflects whichever match produced the worst tier — see How scoring works for the full logic.
When to use it
- Right after creating or editing a rule, to confirm it matches the value and category you intended.
- After a bulk import, to spot-check a sample of the imported rules.
- Before rolling out a new risk category or reason template org-wide.
- For a one-off manual check on a prospect that isn't in your CRM yet.
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