Perform Multiple Lead Qualifications Using the Same Template

You can requalify your sales lead information and perform multiple qualifications for leads using the same qualification template. To do this, your administrator must set the profile option Enable Multiple Assessments Per Qualification Template to Yes at the site level.

From the Edit Qualification page click Add Qualification and then select the template you want from the available templates for your sales lead. If you add an additional qualification using the same qualification template, the application automatically generates a qualification name using the qualification template name plus a counter suffix. For example, if you have an existing qualification for a lead named Lead Qualification V1, then if you add another qualification using the same template, the new qualification name is displayed as Lead Qualification V2. You can edit this name to suit your own requirements.

When all questions are answered, the qualification is set to Complete status and continues to be available for edit. You can view all ongoing or historical qualifications, scores, statuses, and qualification template names. Use the Delete and Submit features only if the buttons are enabled by your administrator using Page Composer. You can delete a qualification that's no longer required or if it was created by mistake as long as it hasn't been submitted. The Submit button, if enabled, becomes available only when you have entered responses for all questions. Submit isn't available on the single lead qualification page. You can't edit the lead qualification once the status is set to Submitted but you can continue to view it.

Perform Multiple Lead Qualification

Before you begin, ensure that your administrator has set the Enable Multiple Assessments Per Qualification Template (MOW_MULTIPLE_QUALIFICATIONS_ENABLED) profile option to Yes. You must also have Full or Edit access on a lead to perform multiple qualifications and update existing qualifications for leads using the same qualification template. With View Only access, you can view qualifications but not update them.

Here's how to perform multiple lead qualifications using the same qualification template:

1. From the Navigator, click Leads.

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

3. Click the Qualification tab to open the Edit Qualification page.

   If existing qualifications are available for the selected lead, they're listed here.

4. Click Add Qualification. The Add Qualification dialog appears.

5. From the Template drop-down list, select the qualification template previously chosen for the selected lead qualification.

6. Click Save and Continue.

7. Select the appropriate responses to all the questions.

8. Click Submit and then click Yes from the confirmation dialog box.

   Once the qualification has a status of Submitted, it can't be revised.