Enable Lead Qualifications

If your firm uses CRM Plus, you can enable the Lead Qualification Process to allow users to manage the entry and qualification of contacts during the sales process.

When the Lead Qualification process is enabled, the Contacts hub includes additional features for managing the entry and qualification of contacts during the sales process. See Qualifying Contacts for additional information.

To enable lead qualifications:

1. From the Navigation menu, click Settings > CRM Plus and then click the Options tab.
2. Select Yes to Enable Lead Qualifications.
3. Click Save.