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 when a lead is ready to become a sales opportunity.

You can perform these actions:

• Add a qualification:
  1. Select New Resource on the Administration menu.
  2. Specify the descriptive name in Qualification for field.
  3. Click Save.
     Note: You can add qualification items in Items tab in Qualification Detail view.
• Edit a qualification:
  1. Access Qualification Detail view.
  2. Update the descriptive name in Qualification for field.
  3. Click Save.
• Delete a qualification:
  1. Select Administration > Qualifications to open the Qualification List view.
  2. Use Lookup to locate a qualification and select the qualification name.
  3. Click Delete on the Qualification Detail view.
  4. Click OK.
     Note: When you delete a qualification, any associated qualification items is also deleted.
• Add Qualification Items.