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#### Qualifying Leads If you determine that a lead has potential to become 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 Select the lead. For instructions on selecting leads, see Finding Records. 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. 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 customised with a read-only value.

Published August 2022 | Copyright © 2005, 2022, Oracle and/or its affiliates. Legal Notices.