Display the Add Firm Dialog Box

You display the Add Firm dialog box when you qualify a contact.

1. In the Navigation pane, go to the Hubs section and select:
   • Contacts. Use the search field to search for and select the contact that you want to qualify. In the Qualified Status field, select Qualified.
   • Marketing Campaigns. Use the search field to search for and select the campaign with a contact that you want to qualify. Click the Responses tab and select the contact that you want to qualify. The contact's status must be New Lead for it to be available for qualification. If the contact is already qualified, you can disqualify the contact and revert it to a lead, if needed. At the end of the contact's row, click and select Qualify.
2. On the on the Qualify Contact dialog box, select Create Firm Record.