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Siebel Marketing User Guide > Creating and Using Leads > Process of Creating, Modifying, and Qualifying Leads >
Qualifying Leads
A qualified lead is one that has been accepted, retired, or rejected. To accept a lead means that a sales person can continue to work with the lead, with the objective of converting it to an opportunity. To retire a lead is to designate it as not being a lead at all. A retired lead can be archived for future reference. To reject a lead means that it will be assigned to someone else. Changes in lead status are tracked in the Lead Status field and its associated date fields. This task is a step in Process of Creating, Modifying, and Qualifying Leads. The following procedure shows how to qualify a lead. To qualify a lead
- Navigate to the Leads screen, then the All Leads view, and select a lead.
- In the Lead Details form, select a value in the Lead Status field, for example, Accepted. Alternatively, click the Convert, Reject, or Retire buttons.
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