CREATE OPPORTUNITY FROM LEAD

How to qualify a lead

  1. Go to Sales > Leads (in the sitemap)
  2. Find the lead you want to qualify and click to bring it up on your screen
  3. Choose the lead you want to qualify
  4. Ensure you have entered as much relevant information as possible. Remember, the more detail you can include now, the easier it will be to move the qualified lead through the quote and reservation process
  5. Choose Qualify in the ribbon at the top of the screen (see screenshot below)

Qualify in ribbon

  1. Wait a few seconds as the system pulls all the information together
  2. You will now see the Reservation Request/Quote workflow:

Qualified lead

You're now ready to move the lead through the next steps of the sales process!