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.png (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.png (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 Clear.png (Delete).
    3. Click OK.

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

  • Add Qualification Items
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