The qualification stage is a part of the lead management process, and is used to check completeness of information about contact and account to which the lead is connected. This stage starts after the lead information has been saved.
if you are sure you don't 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 a contact and account connected to a lead needs to be checked or supplemented, click the [Open] button displayed when selecting a lead record in the list. Fill in the information blocks — contact profile and account profile on the left side of the lead page. In the profile you can either add new records about account or contact, or select from the existing ones.
You can also fill in information about contact and account on the [Initial data] 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, then a new contact or account will be created in the system on the lead qualification stage.
If the lead information is not up to date, disqualify the lead to stop further communication by clicking the corresponding button.
See also