How to create Prospect Profiles for Grading

Prospect Profiles are used to assign grades to your Prospects based on your ideal customer profile. Grading a Prospect on criteria such as location, company size, or job title can help your sales team determine if they are worth pursuing. 

How does it work?

Admins on Professional and Enterprise plans can create multiple Profiles to target different audiences and assign them appropriate grades. Grades range from A+ to F, with the grade of D assigned to the default Profile.

Every Prospect must have a Profile and a Grade. The default Profile has no assigned criteria, but you can edit it as needed.

Profiles are updated based on the information in the Prospect record. As you learn more about the Prospect, updating their record will ensure that they are given the appropriate grade. Updates to Grades will appear within 5 minutes of an edit.

How to create a Prospect Profile

  1. Go to System Settings > Prospect Profiles.

  2. Click Add New Profile.

  3. Give your Profile a name and a Default Grade. Each Profile will need a unique name.

  4. To add criteria to the Profile, click Add Rule.

  5. Enter a name for the rule.

  6. Click Add a Filter Row. Here, you will select filters that will help Insightly determine what parameters will affect their Grade.

  7. Under Grade Adjustment, use the first dropdown to select one of the following:

    1. Increment Profile Grade

    2. Decrement Profile Grade

    3. Set Profile Grade

  8. If you selected Increment Profile Grade or Decrement Profile Grade, use the second dropdown to select one of the following:

    1. By 1/3 Grade

    2. By 2/3 Grade

    3. By 1 Grade

  9. If you selected Set Profile Grade, use the dropdown to select a Grade.

  10. Click Save Rule.


Was this article helpful?