Enable Lead Qualifications

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

When the Lead Qualification feature is enabled, the Contacts hub includes a Qualified Status field in the Summary pane to help you manage the entry and qualification of contacts that start out as leads. See Qualifying Contacts for more information.

Video: See related video below

To enable the Lead Qualifications feature:

1. In the Navigation pane, select Settings > CRM.
2. On the CRM Settings form, set the Enable Lead Qualifications option to Yes.
3. Click Save.

Video

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