Share
ReportWhat is the lead qualifying process used for and what should it do once selected?
Thanks
You’re offline. This is a read only version of the page.
What is the lead qualifying process used for and what should it do once selected?
Thanks
Hi,
In addition to above, you can take look at these -
blog.hubspot.com/.../6-steps-to-implementing-an-effective-lead-management-process.aspx
Hope this helps.
Leads are potential customers, accounts, or opportunities. Qualifying would be moving a lead from a potential customer to a customer. The process that a person goes through from starting as a lead to becoming a qualified customer will depend on your organization, and this process is relatively easy to customize with OOB drag and drop features.
Check out this link for more:
crmbook.powerobjects.com/.../leads
Also, a good way to figure this stuff out is to play around in Dynamics: make a test lead, "qualify" it, and then see what happens.
#1
André Arnaud de Cal...
292,850
Super User 2025 Season 1
#2
Martin Dráb
231,723
Most Valuable Professional
#3
nmaenpaa
101,156
Moderator
All responses (
Answers (
