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Lead Qualification in the Preview Panel

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

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What is the Lead Preview and what can I do with it? Preview each Lead with a detailed insight at an immediate glance. This allows you to multiple 'Quick Actions' depending on the Lead. Quick Actions include › What is the Lead Preview feature? Select the Lead ID to open a preview screen. Lead Preview allows users to manage all aspects of the lead. Quick action buttons to: Callback via another dev › Lead Qualification in the Main Lead View In the Main Lead View using the Qualification Drop Down, simple select from the options, automatically updating the Lead's Status. ›