Overview:
Once a lead’s viability has been assessed, it can either be qualified or disqualified. Qualified leads are those deemed promising and ready to advance to the next stage of the sales process.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Sales and select Leads.
By default, the My Open Leads will display. You can change the view to All Leads to display the complete list of leads.
Search for the specific lead by using using either the Filter by keyword bar or you may also use the filter by on each category.
Click the Name of the lead you want to update.
On the command bar, click the ellipsis (⋮).
Select Qualify from the drop-down menu.
From the available options, choose the most appropriate qualification reason.
Once a lead is qualified, its status will update on the lead details page, reflecting the reason you selected.