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Segment your database based on lead grade. Use the Lead Grade Prospect Grade filter:

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Increment/decrement or set lead grade based on criteria using the Change Lead Grade action:

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See this page for more information on the Lead Grade action


Setting Up Lead Grading

To setup a lead grading process do the following:


The Lead Grade is visible in your CRM, if connected to a CRM. For example, in the Lead Grade is part of the Lead Liaison Marketing Data section and can be reported on using standard reporting mechanisms. Lead Grade is also visible in the lead's Prospect Profile as shown in the screen shot below:

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