Qualify Lead to Project Proposal
Project leads can be qualified or disqualified to remove them from your active lead list. Qualifying the Project Lead will convert it to Account, Contact and Project Proposal. Disqualifying a lead will close the lead as a disqualified status. Disqualified leads can be re-activated at any time.
- From an existing Project Lead, click Qualify
- Qualified?: Select Yes for Qualified
- Enter a start date
- Click Complete