Grades

The grades screen displays the system ranking results.  This includes the minimum number of points needed in order for the opportunity to be ranked in a particular grade.  The system default rank may also be set on this screen.  The grades added on this screen will be displayed on the opportunities screen based on the total points.

To Add a New Grade

1. On the Utility menu, click SETUP.
2. On the Setup Console, click the + sign next to opportunities to expand the options.
3. Click on grades.
4. Click [Add New].
5. Enter a grade in the field.  For example: Gold.
6. Select active to activate the grade in the ranking system.
7. Enter the minimum number of points needed for this grade.
8. Select the Default option if this grade should be the system default grade.
9. Enter a brief description that describes the answer.
10. Click Add to save the grade and continue adding another entry.
11. When completed, click Save.