Use this dialog box to qualify a contact record.
| Field | Description |
|---|
| Qualify Contact
|
If a contact is interested and meets your firm's business criteria for the sales cycle, you can qualify the contact and make it available for pursuit. Select
Qualified as the
Status and on the Qualify Contact dialog box, click
Qualify Contact. The contact is qualified and the
Status field on the Summary pane now displays
Qualified. You can change this status if the contact moves to another phase in the process.
|
| Create Firm
|
When a contact is interested and meets your firm's business criteria for qualification and a potential sale, you have the option to create a corresponding firm record. On the Qualify Contact dialog box, select
Create New Firm. The Add Firm dialog box displays. This dialog box includes several fields with data that is automatically populated from the lead record. You can edit these fields as needed. If the contact was previously qualified and associated with a firm, you can not create a new firm for the contact. When you save your changes, the firm is associated with the new contact and a new firm record is entered in the Firms hub.
|
| Create Opportunity
|
When a contact is interested and meets your firm's business criteria for qualification and a potential sale, you can create a corresponding opportunity record. On the Qualify Contact dialog box, select
Create New Opportunity. The Add Opportunity dialog box displays. This dialog box includes several fields with data that is automatically populated from the lead record. You can edit these fields as needed.
|
| Associate Marketing Campaign
|
When you qualify a contact, you can associate a marketing campaign with the contact to indicate that you qualified this contact as a result of the campaign. If you created a firm or opportunity, these are counted as a new client or new opportunity as a result of the campaign. On the Qualify Contact dialog box, select the Marketing Campaign that you want to associate with the contact.
This contact, the contact's firm, and the opportunity will be included in calculations on the marketing campaign for the number of qualified contacts, new firms, and new opportunities for the campaign. If you are awarded an opportunity, the project is counted as a new project as a result of the campaign.
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