Managing Qualifications
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The system administrator and users with the appropriate role can access these features. |
Qualifications are a collection of qualification items that are used to validate lead information or determine if and when a lead is ready to become a sales opportunity.
Add a qualification
- On the Administration menu, click New Qualification.
- In the Qualification for box type a descriptive name.
- Click Save
. - In the Qualification Detail view use the Items tab to add qualification items.
Edit a qualification
- Open the Qualification Detail view.
- In the Qualification for box update the descriptive name.
- Click Save.
Delete a qualification
- On the Navigation Bar, click Administration, and then click Qualifications to open the Qualifications List view. If necessary, use the Lookup to locate a qualification, and then click on the qualification name.
- On the Qualification Detail view, click the Delete
button. -
Click OK.
When you delete a qualification, you will also delete any associated qualification items.
Using the Qualification Detail View
