Qualification Items Tab
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The system administrator and users with the appropriate role can access these features.
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Use this view to add, edit, or remove qualification items.
How Do I?
Add a Qualification Item
Edit a Qualification Item
- Click Remove next to the qualification item you want remove.
- Click OK.
This view contains the following columns:
- Visible - Indicates whether or not the item displays on the Lead Detail view.
- Sort Position - Indicates the order that the item displays on the Lead Detail view.
- Description - Indicates the description that displays on the Lead Detail view.
- Show Notes - Indicates whether or not a user can type information in a notes box on the Lead Detail view.
Related Topics
Managing Qualifications