Keep these guidelines in mind when grading prospects.
- The grading scale is from A+ to F. Each grade is one-third of a letter grade.
- A+
- A (Great)
- A-
- B+
- B (Good)
- B-
- C+
- C (Average)
- C-
- D+
- D (Below average or not graded)
- D-
- F (Poor)
- Prospects are assigned a grade of D when they convert.
- Create profiles to grade prospects based on criteria important to your company.
- A grade isn’t displayed until a prospect has matched or not matched the assigned profile’s criteria.
- All prospects are associated with the default profile until they are assigned a different one.
- You can manually change profile criteria on a prospect record to match (thumbs up) or not match (thumbs down).
- When a prospect matches a profile criterion, the grade increases by the amount specified in the prospect’s assigned profile.
- When a prospect doesn’t match a profile criterion, the grade decreases by the amount specified in the prospect’s assigned profile.
- You can use automation rules to match and not match criteria based on prospect field values.
- Editing profile criteria causes the associated prospects to be regraded.
- You can’t rename or delete the Default profile.