Flags appear after running the Grader, helping you quickly identify key responses that impact the path to a win.
During Grader setup, you can assign flags to specific responses. When reviewing Grader results, flagged responses help guide your decisions on next steps.
Use when a response indicates a major obstacle preventing progress.
Example: A lead is interested but legally bound to another vendor for the next year. Since they can’t switch providers yet, a red flag alerts the team to pause closing efforts and focus on nurturing the relationship for future engagement.
Use when a response suggests hesitation, potential risks, or conditions that need further consideration.
Example: A prospect is considering your solution but mentions concerns about budget constraints. A yellow flag signals the team to proceed carefully, focusing on value and potential financing options without pushing too hard.
Use when a response signals a strong opportunity worth immediate attention.
Example: A lead is actively looking for a solution, has budget approval, and decision-making authority. A green flag highlights this opportunity as a high priority, prompting immediate follow-up to accelerate the deal.
Flags help you:
Using flags ensures that every response is acted on strategically, helping you and your team focus on the right deals at the right time.