Qualifying a lead

A lead can 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 is customized by the administrator, the items you view in your workspace can be different.

To qualify a lead:

  1. Access the Lead detail view for the lead you require to qualify. See Using the Lead detail view
  2. Select the qualification category in the Qualification field.
    1. Select the check boxes for the criteria has been satisfied, and specify any notes in the text box for each of the qualification criteria.
  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. See Merging duplicate records
    2. Click Cancel and continue to the next step if no matches are found.
  4. Click Convert Qualified Lead once the lead is qualified and ready to convert to a contact and account. The Convert Lead window is displayed. See Converting leads