Adding or Editing a Qualification Item
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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.
Add a qualification item
- On the Qualification Detail view, open the Items tab and click Add Qualification Item
. - Add the following information:
- Visible - Select the check box if you want the item to display on the Lead Detail view.
- Sort Position - Type the number that represents the order in which the item should appear. For example, type 2 if the item should be the second item in the list.
- Description - Type a description for the qualification item as you want it to display on the Lead Detail view.
- Show Notes - Select the check box if you want users to be able to type information in a notes box on the Lead Detail view.
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Click OK.
Edit a qualification item
- On the Qualification Detail view, open the Items tab and click Edit next to the qualification item you want to edit.
- Edit any of the following information:
- Visible - Select the check box if you want the item to display on the Lead Detail view.
- Sort Position - Type the number that represents the order in which the item should appear. For example, type 2 if the item should be the second item in the list.
- Description - Type a description for the qualification item as you want it to display on the Lead Detail view.
- Show Notes - Select the check box if you want users to be able to type information in a notes box on the Lead Detail view.
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Click OK.
