Qualify Contact Dialog Box
If your enterprise uses CRM Plus and enables the Lead Qualification process in Settings, the Contacts hub includes additional features that allow you to manage the entry and qualification of contacts during the sales process. When you change a contact's status to Qualified, the Qualify Contact dialog box displays.
- Related Topics:
- Display the Qualify Contact Dialog Box
You display the Qualify Contact dialog box in the Contacts hub or in the Marketing Campaigns hub. - Contents of the Qualify Contact Dialog Box
Use the fields and options on this dialog box to qualify a contact and make it available for pursuit.
Parent Topic: Fields and Options