Adding or modifying a qualification item
Qualification items are the criteria used to validate lead information or determine if and 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?
On this page, you can:
- Add a qualification item:
- Select the Items tab and click in the Qualification detail view. See Using the Qualification detail view
- Specify this information:
Field Name Description Visible If this check box is selected, the item is displayed on the Lead detail view. Sort Position The number that represents the order in which the item must display. For example, specify 2, if the item must be the second item in the list. Description The description for the qualification item. This information is displayed on the Lead detail view. Show Notes If this check box is selected, the users can specify the information in the notes field, on the Lead detail view. - Click .
- Modify a qualification item:
- Select the Items tab and click for the qualification item to be modified on the Qualification detail view.
- Specify this
information:
Field Name Description Visible If this check box is selected, the item is displayed on the Lead detail view. Sort Position The number that represents the order in which the item must display. For example, specify 2, if the item must be the second item in the list. Description The description for the qualification item. This information is displayed on the Lead detail view. Show Notes If this check box is selected, the users can specify the information in the notes field, on the Lead detail view. - Click .