Taking Action After Running Your Grader

When you complete a Grader Run for a record (e.g., lead or opportunity), the Results View displays:

• The overall grade
• Insights behind the grade
• The best next Action recommendation

At this stage, the goal is to understand the results and take the best possible next steps quickly.

1. Review Results for Accuracy

‍Check the grade, fields, Action recommendation, and any other key details. If anything looks incorrect or needs further attention, update it before proceeding—this may impact what’s displayed and what should be done next. If necessary, adjust your Grader settings or fields.

2. Confirm or Adjust the Recommended Action

‍Decide if the suggested best next Action makes sense. If not, manually change it. If the recommendation is frequently off, consider adjusting Action recommendation settings in Grader Setup.

3. Complete the Action Steps

‍Once the Action is confirmed, follow the manual and automated steps. If key Guidance or Steps are missing, update the Action settings in Grader Setup.

4. Double-Check Field Values

‍Since field values impact future Grader Runs, review them after completing the Action. Automated updates may have changed some fields, but manual updates might still be needed.

5. Set a Reminder or Share Insights

• If needed, set a reminder to revisit the record later.
• Share insights from the Grader Run with teammates.
• If you identify Grader improvement ideas, update settings or discuss them with teammates who also use the Grader.

Regularly refining your Grader and Action settings helps keep your pipeline accurate and actionable.