Display the Qualify Contact Dialog Box

You display the Qualify Contact dialog box in the Contacts hub or in the Marketing Campaigns hub.

  1. In the Navigation pane, select Hubs > Contacts > Contacts.
  2. Use the search field above the contact name to search for and select the contact that you want to qualify.
    You can also use the Active Leads search to quickly find the contact
  3. Either click next to the Qualified Status field in the Summary pane and select Qualify Contact, or click Qualify Contact on the Actions bar.

You can also display this dialog box from the Responses tab on the Marketing Campaigns form to qualify a contact associated with a marketing campaign. Click or hover over the row for the contact that you want to qualify, click at the end of the row, and click Qualify.