Leads/How to Manage Lead Qualification

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.

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.

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