Enable Multiple Assessments Per Lead Qualification Template

Often sales representatives want to requalify sales lead information and perform several qualifications for leads using the same qualification template. To enable sales representatives to perform multiple assessments per qualification template, you set the profile option Enable Multiple Assessments Per Qualification Template to Yes.

Set the Profile Option

Multiple assessments per qualification template isn't enabled by default. To enable the functionality, set the profile Enable Multiple Assessments Per Qualification Template (MOW_MULTIPLE_QUALIFICATIONS_ENABLED) to Yes at site level. Follow these steps.

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Administrator Profile Values

2. In the search region of the Manage Administrator Profile Values page, enter the profile option display name Enable Multiple Assessments Per Qualification Template in the Profile Display Name field.

3. In the search results list, click the profile option name.

4. In the Profile Values section, select Yes from the Profile Value list.

5. Click Save and Close.