Manually Matching Prospect Profile CriteriaWhen viewing a prospect record, their profile criteria will be listed in Profile tab. Simply click the thumbs up or thumbs down icons to designate whether or not the prospect matches or does not match your criteria. If you do not know, you can leave the criteria unanswered. When you reload the page or view the prospect again, the grade will have changed.
Note: To modify your prospect's profile criteria once the thumbs up or thumbs down has been clicked, simply click the Reset next to the profile criteria.
Using Automation Rules to Grade ProspectsYou can also use automation rules to grade your prospects. For instructions and examples, see Using Automation Rules to Grade Prospects.
Not what you're looking for? Check out these other articles:
Grading Best Practices