Managing Qualifications

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.

You can perform these actions:

• Add a qualification:
  1. On the Administration menu, click New Qualification.
  2. In the Qualification for field, specify a descriptive name.
  3. Click (Save).
  4. In the Qualification Detail view use the Items tab to add qualification items.
• Edit a qualification:
  1. Open the Qualification Detail view.
  2. In the Qualification for field update the descriptive name.
  3. Click (Save).
• Delete a qualification:
  1. 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.
  2. On the Qualification Detail view, click (Delete).
  3. Click OK.

     When you delete a qualification, any associated qualification items is also deleted.

• Add Qualification Items