FAQs in this section
What is Profile Scoring?
Is Lead Scoring the same as Profile Scoring?
What are the benefits of configuring Profile Scoring?
How can my sales team make use of Profile Scoring?
How can my support team make use of Profile Scoring?
What is Profile Rating?
What is an Attribute in Profile Scoring?
What is Value in Profile Scoring?
What is Weight in Profile Scoring?
What is Total Score in Profile Scoring?
Is Profile Scoring available in the Sales Starter edition?
How can I decide on what Profile Scores to assign?
Are all attributes the same and equal to each other?
How do I calculate the profile score if a customer has two values under the same attribute?
What is profile scoring for contacts?
What is Profile Scoring for Organizations?
How can I configure profile scores in the CRM?
How can I delete an attribute?
Can I add extra values for attributes?
Does the Leads module have a Profile Score?
Will a new field value have a default score?
Will the Profile Rating field appear when I export a contact record?
How do Contact Profile Scores impact the Organization Profile Score?
Can an admin disable the profile scoring feature?
Can I automate certain actions in Profile Scoring?

How can I configure Profile Rating?

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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