The qualification stage is a part of the lead management process and is used to check completeness of information about the contact or account to which the lead is linked. This stage starts after the lead information has been saved.
If you are sure you do not need to add additional lead information, qualify the lead without opening its page. To do this, select the record in the list and click the [Qualify] button.
If data about the contact and account linked to a lead needs to be checked or supplemented, open the lead record page and populate the contact profile and account profile. In the profile, you can either add new records about an account or a contact, or select from the existing ones.
You can also populate information about a contact and an account on the [Lead info] tab. For example, update contact or account information by adding a mobile phone number or website address. After checking and entering all the required information on the qualification page, click the [Qualify] button.
Note
If you enter the name of a contact or an account on the [Lead info] tab, a new contact or account will be added to the system on the lead qualification stage.
If the lead information is insufficient to contact the customer, disqualify the lead by clicking [Actions] > [Disqualify] > [Incorrect data].
See also
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