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How to access My Qualified Leads

This applies for anyone that has a Sales Admin Role

Erika Lara avatar
Written by Erika Lara
Updated over 10 months ago

My Qualified Leads are all Leads that are assigned to you! These can be found in the Sales and Contacts tab.

Note: A Qualified Lead is a contact with a score greater than 0. Leads are just contacts that are part of a Lead's list.

Salespeople:

  • To access your qualified leads as a salesperson select the "My Work" tab then select "My Qualified Leads".

All Qualified Leads:

  • To access all qualified leads generated in your account select the Marketing icon from the nav bar then select "Qualified Leads".

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