Print      Open PDF Version of Online Help

Marketing > Leads > Managing Leads > Qualifying Leads

Qualifying Leads

If you determine that a lead has some potential for becoming an opportunity, you can qualify the lead. Normally, you select a rating for the lead according to a scale set up by your company administrator.

NOTE: Your company administrator might have set up assessment scripts to help you to evaluate leads for qualification. For more information on using Lead Qualification scripts, see Using Lead Qualification Scripts.

Before you begin. To perform this procedure, your user role must include the Qualify Leads privilege.

To qualify a lead

1. Select the lead.

   For instructions on selecting leads, see Finding Records.

2. On the Lead Detail page, make sure that the necessary fields are populated.

   For information about the fields that must be populated before a lead can be qualified, see Required Fields for Lead Qualification.

3. Click Mark as Qualified.

   The system verifies that the critical fields contain data. If the criteria are met, the lead Status field value changes to Qualified.

   NOTE: If you receive an error message after clicking Mark as Qualified, verify that the Qualified Date field has not been customized with a read-only value.