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Adding or Editing 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.

How Do I?

Add a qualification item

1. On the Qualification Detail view, open the Items tab and click Add Qualification Item.
2. Add the following information:

• Visible - Select the check box if you want the item to display on the Lead Detail view.
• Sort Position - Type the number that represents the order in which the item should appear. For example, type 2 if the item should be the second item in the list.
• Description - Type a description for the qualification item as you want it to display on the Lead Detail view.
• Show Notes - Select the check box if you want users to be able to type information in a notes box on the Lead Detail view.

3. Click OK.

Edit a qualification item

1. On the Qualification Detail view, open the Items tab and click Edit next to the qualification item you want to edit.
2. Edit any of the following information:

• Visible - Select the check box if you want the item to display on the Lead Detail view.
• Sort Position - Type the number that represents the order in which the item should appear. For example, type 2 if the item should be the second item in the list.
• Description - Type a description for the qualification item as you want it to display on the Lead Detail view.
• Show Notes - Select the check box if you want users to be able to type information in a notes box on the Lead Detail view.

3. Click OK.

Related Topics

Qualification Items Tab

Managing Qualifications