Qualification Items Tab

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

Use this view to add, edit, or remove qualification items.

How Do I?

Add a Qualification Item

Edit a Qualification Item

This view contains the following columns:

  • Visible - Indicates whether or not the item displays on the Lead Detail view.
  • Sort Position - Indicates the order that the item displays on the Lead Detail view.
  • Description - Indicates the description that displays on the Lead Detail view.
  • Show Notes - Indicates whether or not a user can type information in a notes box on the Lead Detail view.

Related Topics

Managing Qualifications

 

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.