Use this dialog box to qualify To verify that a record fits specific criteria and should be converted to an opportunity, account, or contact, or be added to a marketing list. or disqualify To verify that a record does not fit specific criteria and should not be converted to an opportunity, account, or contact, or be added to a marketing list. a lead A potential customer who must be qualified or disqualified as a sales opportunity. If a lead is qualified, it can be converted to an opportunity, account, and/or contact. as a potential customer.
To qualify leads, you convert The process of changing or recategorizing a record from one record type to another. For example, converting a campaign response to a lead, and then converting the lead to an account, contact, or opportunity. them into opportunities Potential revenue-generating events or sales to accounts that need to be tracked through a sales process to completion. with associated accounts Companies that might do business with your organization. or contacts People who represent customers or potential customers, or individuals related to accounts. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. or into new accounts or contacts. To disqualify leads, you close the leads without converting them.
