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Qualifying a Lead

If Lead Workflow is enabled in your system, you will see a number of workflow buttons on the right-hand side of the Lead Summary page. The workflow buttons available to you will vary depending on how the lead workflow has been set up and customized to suit your lead qualification process.

You can qualify and rate the probability of a lead becoming a successful sale based on communications with the prospect and other sources.

To qualify the lead:

Select the Rate Lead workflow bullet. The Progress Lead page is displayed.

Complete the required fields and add additional information in the Tracking Note.
Select the Save button. The Lead Summary page is displayed. All changes made to the Lead from the Progress Lead page can be viewed from the Lead Tracking tab.

The Duration column on the Lead Tracking tab shows how long the lead has spent at each stage in the qualification process. The Duration takes into account the business calendar defined by the System Administrator.

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