Leads/How to Manage Lead Qualification - Revision history

J.collier at 15:50, 14 November 2012

2012-11-14T15:50:34Z

J.collier at 15:49, 14 November 2012

2012-11-14T15:49:28Z

J.collier at 15:47, 14 November 2012

2012-11-14T15:47:43Z

J.collier at 15:46, 14 November 2012

2012-11-14T15:46:54Z

Technowrites: Technowrites moved page Leads/HowtoManageLeadQualification to Leads/How to Manage Lead Qualification

2012-09-27T09:07:58Z

Technowrites moved page Leads/HowtoManageLeadQualification to Leads/How to Manage Lead Qualification

Technowrites: Created page with "Within each Lead detail form is a RATE button. This activates the ability to assign critical information about the key qualificiation attritubes for this lead, in addition to ..."

2012-09-26T05:23:42Z

Created page with "Within each Lead detail form is a RATE button. This activates the ability to assign critical information about the key qualificiation attritubes for this lead, in addition to ..."

New page

Within each Lead detail form is a RATE button. This activates the ability to assign critical information about the key qualificiation attritubes for this lead, in addition to any custom fields you may be using in this regard.
[[File:manageleadquali.jpg|center]]

How it Works. A graphical representation of colored stars are inserted in the record based on the strength of the answers to 4 common qualification elements. This appears in the detail form and on the list view, making it very easy to quickly see who your best leads are, and which ones need to be qualified.

# While viewing available Lead lists, click on the list name to view individual leads within that list.
# Click on a lead name to view additional detail about that lead.
# Or Click the Rating Column to view leads by Rating
# You may save searches for Rated leads in the same manner as building any saved search.

[[File:manageleadquali1.jpg|center]]

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← Older revision		Revision as of 15:49, 14 November 2012
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−	~~Within~~ each Lead detail form is a ~~RATE~~ button. ~~This activates~~ the ability to assign critical information about the key ~~qualificiation attritubes~~ for this lead, in addition to any custom fields you may be using in this regard.	+	On each Lead detail form is a '''Rate''' button. It gives you the ability to assign critical information about the key qualification attributes for this lead, in addition to any custom fields you may be using in this regard.
	[[File:manageleadquali.jpg\|center]]		[[File:manageleadquali.jpg\|center]]

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 [[File:manageleadquali.jpg|center]]
-How it Works. A graphical representation of colored stars are inserted in the record based on the strength of the answers to 4 common qualification elements. This appears in the detail form and on the list view, making it very easy to quickly see who your best leads are, and which ones need to be qualified.
+A graphical representation of colored stars are inserted in the record based on the strength of the answers to four common qualification elements. This appears in the detail form and on the list view, making it very easy to quickly see your best leads and which ones need to be qualified.
 You can click the header of the Rating column to view leads by rating, and you may save searches for Rated leads in the same manner as building any saved search.

@@ Line 4: / Line 4: @@
 How it Works. A graphical representation of colored stars are inserted in the record based on the strength of the answers to 4 common qualification elements. This appears in the detail form and on the list view, making it very easy to quickly see who your best leads are, and which ones need to be qualified.
-# While viewing available Lead lists, click on the list name to view individual leads within that list.
+You can click the header of the Rating column to view leads by rating, and you may save searches for Rated leads in the same manner as building any saved search.
 [[File:manageleadquali1.jpg|center]]

← Older revision	Revision as of 09:07, 27 September 2012
(No difference)