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How to access My Qualified Leads
How to access My Qualified Leads

This applies for anyone that has a Sales Admin Role

Erika Sanchez avatar
Written by Erika Sanchez
Updated over a week 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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