If you use the CRM Plus module, on this tab you enable the Lead Qualification feature.
Contents
| Field | Description |
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| Enable Lead Qualification
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Select
Yes to turn on the lead qualification feature in the Contacts hub. A
Qualified Status field is added to the Summary pane of the Contacts hub. This field allows you to specify that a contact is a lead that will go through the qualification process to become a qualified contact.
With this feature turned on, you:
- Enter a lead as a contact record in the Contacts hub.
- Determine the lead's level of interest in doing business with your enterprise.
- Qualify the contact and build a relationship because the contact meets your requirements and is interested in doing business with your enterprise.
- After the lead is qualified, create or associate it with a project or firm record if it has an upcoming project for which it accepting bids. This allows you to begin tracking related activities and status.
- Associate a marketing campaign with contacts, projects, and firms.
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