How do I Create Qualification Cycle in the Leads App?

Updated on October 13, 2020 06:42AM by Admin

In business, the effective process is to identify the sales lead and track those leads. Apptivo leads management encompasses all your sales activities in converting your sales lead successfully.

A Qualification Cycle (Pipeline) is a step-by-step sales process of converting a lead, defining a set of lead statuses. The Apptivo qualification cycle consists of default lead statuses which will be assigned by default to all the leads created.

Steps to Create the Qualification Cycle

  • Login and access to the Leads App from the Universal navigation menu bar.
  • Click on "More(...)" → "Settings" → "Leads" → "Qualification Cycle".

  • You can view the Qualification cycle page. Click on the “Create” button to create a new qualification cycle.
Qualification Cycle

  • Now, create a new Qualification cycle with the name “Standard lead statuses”. Enter the description and priority score to prioritize the qualification cycles when two or more conditions satisfy the criteria.

  • For this example, let us consider the “Lead Source” field. i.e when a lead is created with “Lead Source = Website”, this qualification cycle should get applied.
  • You can set the condition by using the Insert Attributes. Here, the condition is set as Lead Source is on the Website.
Insert attribute

  • Click on the “Add” button and add the corresponding lead statuses.
Add Lead status

  • The order of the lead statuses can be re-ordered accordingly, by using the drag and drop option.

  • Finally, click on “Create”. Your qualification cycle is created successfully.

  • Now create a new Lead with “Lead source as Website”, then you can view the qualification cycle being assigned as “Standard lead statuses” in the overview page.
Lead Source

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