Adding or Editing a Qualification Item

The system administrator and users with the appropriate role can access these features.

Qualification items are the criteria used to validate lead information or determine if and when a lead is ready to become a sales opportunity.

You can perform these actions:

  • Add a qualification item:
    1. In the Qualification Detail view, select the Items tab and click (Add Qualification Item).
    2. Specify this information:
      Visible
      If this check box is selected, the item is displayed on the Lead Detail view.
      Sort Position
      The number that represents the order in which the item must appear. For example, specify 2, if the item must be the second item in the list.
      Description
      The description for the qualification item. This information is displayed on the Lead Detail view.
      Show Notes
      If this check box is selected, the users can specify the information in the notes field, on the Lead Detail view.
    3. Click OK.
  • Edit a qualification item:
    1. On the Qualification Detail view, select the Items tab and click Edit for the qualification item to be edited.
    2. Specify this information:
      Visible
      If this check box is selected, the item is displayed on the Lead Detail view.
      Sort Position
      The number that represents the order in which the item must appear. For example, specify 2 if the item must be the second item in the list.
      Description
      The description for the qualification item. This information is displayed on the Lead Detail view.
      Show Notes
      If this check box is selected, the users can specify the information in the notes field, on the Lead Detail view.
    3. Click OK.
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