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How can I configure Profile Rating?

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Follow these steps to configure the profile rating:

  1. Log in to your CRM account.
  2. Click the User Menu icon on the top right corner of the page. 
  3. Click the Settings button.
  4. Look for the Marketing & Sales section.
  5. Click Profile Scoring.
  6. Select either Contacts or Organizations module.
  7. Look for the Profile Rating box.
  8. Define Profile Rating using the stars. 
  1. Click Save if you are satisfied with the configuration.
  2. Click Yes.

Once you have defined the profile rating, your customers will be assigned these ratings based on their profile score. A background function will calculate their profile score based on your configuration, compare it to the total score, and assign a profile rating to them.

Note: Profile Rating is enabled by default in the CRM. You can disable it by clicking the Profile Rating checkbox at the top of the page. 

To know more about Profile Scoring, click here.
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