Lead Qualification Templates

Lead qualification templates enable a uniform lead-qualification process across leads. This topic provides an overview of how you can assign and use the templates as part of the lead qualification process.

Using lead qualification templates, you can:

• Define lead qualification templates

• Assign lead qualification templates

• Gather lead quality information

• Enable multiple assessments per lead qualification template

Define Lead Qualification Templates

Qualification templates are collections of questions and answers that can be weighted and scored to evaluate the quality of gathered information about the sales lead. You use the templates to define consistent and specific qualification criteria for leads.

Assign Lead Qualification Templates

Once the qualification template is defined, you assign the template to the Lead Qualification Template profile available from the Manage Sales Lead Administrator Profile Values page. You can define more than one qualification template by assigning templates at the site level profile.

Gather Lead Quality Information

Along with other key qualification fields available in the lead, the qualification template questions are displayed on the lead Qualification tab if you have enabled the Advanced Lead Qualification profile option. Lead qualification is typically conducted through phone conversations. As you enter responses for the qualification questions, the qualification template's weighted score is calculated and a progress bar provides immediate rating and feedback.

Enable Multiple Assessments Per Lead Qualification Template

To enable sales representatives to perform multiple assessments per qualification template, set the profile option Enable Multiple Assessments Per Qualification Template to Yes.