Perform a Lead Qualification

Lead qualification helps you in the lead follow-up process. Assess the lead quality and lead conversion potential by using the preconfigured qualification templates.

Lead qualification is part of the lead follow-up activity where you further nurture the lead in order to qualify it. Your administrator must set the Advanced Lead Qualification Enabled profile option after the qualification templates are created. This action specifies the qualification template to display in the Edit Lead UI to assist with evaluating the lead.

You can conduct a lead qualification, view completed lead qualifications, and view the responses to the questions posed in the qualification template. Qualification templates enable you to analyze the lead and suggest the appropriate next steps based on the overall assessment score and feedback for the lead.

Edit a New Lead Qualification

1. From the Navigator, click Leads.

2. In the list of leads, click on a lead to edit it. The Edit Lead page appears.

3. Click the Qualification tab to open the default qualification template.

4. Fill out and complete the lead qualification template.

If there are multiple qualification templates associated with the lead, then you can choose to select a different qualification by clicking Replace Qualification.