Qualifying Contacts

If you use the CRM Plus module and you enable the Lead Qualification feature, you can manage the entry and qualification of your contacts during the sales process in the Contacts hub.

Video: See related video below

You turn on the Lead Qualification feature in Settings > CRM.

With this feature turned on you can do the following in the Contacts hub:

• Indicate that a contact is a new lead in the Qualified Status field. New leads are contacts with which you do not yet have a relationship but you would like to develop one.
• Determine the contact's level of interest in doing business with your firm.
• Qualify the contact and build a relationship because the contact meets your firm's requirements and is interested in doing business with your firm.
• Create a project or firm record if a qualified contact has an upcoming project for which they are accepting bids. This enables you to begin tracking the pursuit process.
• Associate a marketing campaign with the contact, project, and firm when qualifying a contact.

By creating an associated project during pursuit of a contract, you ensure continuity of data from the project's prospect stage forward.

If you determine that the contact is not worth pursuing, you can revert the contact back to a lead. You can also change the contact's status to disqualified but you must provide a reason for the change in status. Only qualified contacts can be associated with projects and firms.

Video

Title	Description
Lead Qualification	Learn how to search for, create, qualify, and disqualify leads.