Hi,
I'm struggling to make an automation rule to apply grades to prospects. I've created the profiles and Automation rules - which manage to match prospects based off the criteria yet they are still not being graded...
What am I missing?
1 comment
Hi @David Pringle - don't laugh, but I have to ask...if you created custom profiles for your prospects, did you assign your prospects to those custom profiles? I'm hoping it's that easy. ;) Out of the box there is only one default prospect profile, and if you create automation rules related to that one, it just works. If you create custom profiles, you will have to assign your prospects to those custom profiles based on certain criteria - maybe using another automation rule, or manually. Let me know if that is not it.
