Overview of Lead Qualification Templates

When you create a lead, you can qualify the lead by leveraging the many templates provided by your sales organization. Evaluate various aspects of the lead which can subsequently help you sell more by converting the leads in less time.

Qualification Templates

After you create the lead, go to the Qualifications tab to view and complete the recommended qualification template created for you by your organization. If there are multiple templates associated with the lead, select one by clicking Replace Qualification. Any responses for the current qualification will be reset and can't be restored. You can choose to cancel the operation and use the current qualification template, or you can choose to continue.

If you continue, the qualification UI is refreshed to display the questions from the template you selected. Start entering responses to the questions and track the updates from the Qualification status fields on the page. Statuses toggle between: Not Started, In Progress, and Completed. You can also include other status values such as the number of questions answered, last updated date, and name of the template. Track the total score by summing up the weighted answers and display a graphical circular format of the score.