Lead Qualification

Modified on Wed, 13 Dec, 2023 at 8:37 AM

Here you will find how to qualify leads with LimePhone.

 

We will take a look at qualifying Leads within your Dashboard.

 

Qualifying Leads

 

This can be done through various views within your LimePhone Web Dashboard, Agent Dashboard, Android App and Chrome Extension.

 

Leads

 

In the Main Lead View using the Qualification Drop Down, simple select from the options, automatically updating the Lead's Status.

 

Lead Preview

 

In the Preview Panel, you can update and qualify a Lead depending on the outcome of the conversation or data provided.

 

Full Lead View

 

In the Lead Full Profile you can update and qualify a Lead depending on the outcome of the conversation or data provided.

 

Once a Lead is qualified, you are able to filter and view Leads according to preference.

 

You are able to update the qualification status of leads at any time and assign them to the relevant user or teams.

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