Qualifying a Lead

A lead may contain unqualified information. You can use lead qualification criteria to validate information and determine if the lead is a sales opportunity. Once qualified, you can convert a lead to a contact and account and create a new sales opportunity.

Note:  If the qualification criteria was customized by the administrator, the items you see in your workspace may be different.

To qualify a lead:

  1. Open the Lead Detail view for the lead you want to qualify.
  2. In the Qualification field, select the qualification category.
  3. Click Is Lead already a customer? to determine if the lead already exists in Infor CRM SLX as a contact or account.
    1. Use the Lead window to look for and merge duplicate records.
    2. If no matches are found, click Cancel and continue to the next step.
  4. For each of the qualification criteria, select the box if the criteria has been satisfied, and specify any notes in the text box.
  5. Once the lead is qualified and ready to convert to a contact and account, click the Convert Qualified Lead button.
    The Convert Lead window opens.