Qualifying Prospects

When communicating with a prospect you might gather information that enables you to qualify the prospect for delivery to the Sales Department. This change is based on the Lead Scoring rules your team has in place. You can qualify and upgrade the prospect's lead score, and assign the prospect to a different queue.

To qualify a prospect

1. Select the prospect to work on from the Call Center main list screen.

2. Click Qualify.

3. Upgrade the Prospect Lead Score.

4. Click Queue Lookup to assign the prospect to a delivery queue.

5. Search for and select the appropriate queue from the list of available nontelemarketing queues.

6. Click Add.

7. Add explanatory notes for the Sales Department, and click Confirm.

   Oracle CRM On Demand Marketing updates the Telemarketing Activity History section of the prospect screen with the results of your call and score and queue changes.

The prospect moves from the telemarketing queue to the newly assigned queue for delivery to the Sales Department. The prospect is now visible under the Qualified Prospects view in the Call Center pane.

Tip: Click the Edit icon (pencil) to edit the followup date and notes sections of the telemarketing activity history.