How to Mark a Lead as Qualified and Not Qualified

How to Mark a Lead as Qualified and Not Qualified

Step by Step Guide:

1. Log in to your REsimpli account.
2. Once you’re logged in, you’ll see a list of leads on your account. By default, all leads are marked as not qualified.
3. To mark a lead as qualified, simply click on the portion on the lead’s information. This will automatically mark the lead as a qualified lead.
4. To mark a lead as non-qualified, simply click on the same portion again. This will remove the qualified tag from the lead.
5. You can also use the qualified tag as part of your filters. To filter your leads, click on the “Filter” option.
6. From the filter options, select “Qualified” and click on “Filter Leads.” This will show you all the leads that have been marked as qualified.
7. If you have any further questions or concerns about this feature, you can send an email to support@resimpli.com.

That’s it! Now you can easily identify which leads are qualified and which ones are not.