Managing Qualifications

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.

Note: The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?

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.
Modify 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 access 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.