Select Default Lead Qualification Templates

To turn on lead qualification, you set the profile option Advanced Lead Qualification Enabled to the lead templates you want to use by default. You can specify one template for use for the whole sales organization, you can specify different templates for different products, and you can assign specific templates to different users. The settings are not mutually exclusive. You can provide a default template for the whole organization, but target different template to individual users or product groups, for example.

1. Open the task Manage Sales Lead Profile Options from the Setup and Maintenance work area:

   • Offering: Sales

   • Functional Area: Leads

   • Task: Manage Sales Lead Profile Options

2. Enter Advanced Lead Qualification Enabled in the Profile Display Name field.

3. Click Search.

4. Select the profile option.

5. In the Profile Values section, click New (the plus sign).

6. If you're using only one template, then select Site from the Profile Level list. The options are:

   • Site

     The same template is used for the entire organization unless you specify additional templates for product and user.

   • Product

     The template is used for a product group. All other product groups are assigned the template you specify at the site level.

   • User

     The template is used for the user you enter. All other users are assigned templates for the product or the site.

   Select the name of the template from the Profile Value list.

7. Repeat the previous steps for additional products and users.

8. Click Save and Close.