When choosing which record (e.g., lead or opportunity) to grade next, keep PipeAI’s core purpose in mind:
- Gain quality clarity – Get deep insights into how strong or weak a record is based on your business objectives.
- Compare quality – Use a consistent Grader to rank records by priority.
- Take smart action – Allocate time and resources effectively based on what works.
Guidelines for Selecting Records to Grade
- Grade All Records ASAP
Grading every record at least once ensures you understand pipeline quality early and don’t miss high-value opportunities. - Re-run the Grader When You Get New Information
If a record changes, re-run your Grader to ensure decisions are based on the latest, most accurate insights. - Keep Grader Runs Active
Keeping Grader Runs in Active status ensures signals remain reliable. Adjust Expiration Timers to balance update frequency. - Use Reminders
Set Reminders to review a record’s last Grader Run and update responses as needed. - Re-run Records After Grader Updates
If you modify your Grader (questions, responses, or Actions), re-run all records. Prioritize high-grade records first, then update the rest. - Use Custom Pipeline Views
The Pipeline table lets you filter, sort, and segment graded records to analyze your pipeline from different perspectives.
By following these tips, you can ensure your Grader provides timely, accurate insights to drive better decisions.
