How to Qualify a Lead: Step-by-Step Guide

Learn the step-by-step process to qualify a lead in our App.

June 15, 2024 By Ron DeBiasse Jr.

In this guide, we'll learn how to qualify a lead. Qualifying leads is essential for determining their potential and deciding the next steps. We will cover how to search for a lead, mark them as qualified, and decide whether to apply them to one of our properties or another client's property.

Let's get started

Step #1: Click "All Leads" — Click "All Leads"

Step #2: Type [Lead Name] in Search Bar — Type [Lead Name] in Search Bar

Step #3: Click on [Lead Name] — Click on [Lead Name]

Step #4: Mark as Qualified — Mark as Qualified

If they are going to apply for the property they originally contacted us for or another one of the properties we manage, click yes. If I want to try to help them apply for another property, click no.

Step #6: You can see that the next step of qualifying the lead has appeared in our Dashboard. — You can see that the next step of qualifying the lead has appeared in our Dashboard.