You are the Marketing Operations Manager at InFusion. As new leads are generated, the default lead status is UNQUALIFIED. These leads should be qualified for a more efficient sales effort.
Rule-based assignment of the qualification status helps to standardize the qualification process.
There are several types of rules to determine which leads could lead to a sale and to assign them to the appropriate salesperson.
This demo will show you how to create a simple Classification Rule.
Release Date: -
Duration: 5.5 minutes
Credited To: -
No Flash Plugin Needed