Qualified Leads are filtered and important leads out of all leads generated through various ways, in other words, any lead in this category is a refined Lead which is available to  you as per your need based on qualifiaction settings done in Admin account custom laed status form .You can find  Qualified Lead  in side menu bar which has all the desired categorized (with status wise) lead on this table. Qualified leads are purely based on settings which are done by customer or borg team guided by customer during setup of account module.

How to Setup / Modified qualification of leads ??

It's fully custimised -
Login & go to Sales CRM from right top ---->  Click on Tool Icon ---->Lead Custom Form ------>  Click on "Select Lead Status & Set it Yes then click on Plus (+) icon --->  Now you will belanded to Custom Lead status form ------>  Define Name of Field on top --->  Click on + in the below & then Keep addining all your defined custom status --> Click on Update button in the last once all status are added -->  Now It's Done
Client can also edit or update or add new or remove old one as per business requirement. 
Keep updated !

You can set the way you want leads to be organized in Qualified Lead. Thus, Leads in Qualified Leads menu will be reflecting in other menus as well , such as Lead distribution , Pending Follow ups ...
Note : Pls keep in mind if Lead is not checked as qualified, It leads won't be visible in " Pending Followup" Tabs too even if It's checked in "Followup Items"
It's very important to understand Lead Qualification criteria & Pending follow up criteria. 

If Still any Concern or need one-to-one session with our Product Manager  Reach out to us on https://wa.me/918506009898 or Mails us from your regisrted email id to "[email protected]" our team will get back to you

 

Admin

November 17, 2021

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