How to Mark Leads as Qualified or Not Qualified
Step 1: Open the Active Leads Pipeline
Go to your Active Leads pipeline in REsimpli.
Step 2: Identify Lead Qualification Status
By default, all new leads are marked as Not Qualified and will display an X icon.
Step 3: Mark a Lead as Qualified
Click the X icon beside the lead to change it into a checkmark icon, indicating the lead is now marked as Qualified.
Step 4: Filter Leads by Qualification Status
Click Manage Filter.
Select Add Filter.
Choose Qualified Leads.
Set the filter value:
Yes = Qualified Leads
No = Not Qualified Leads
Click Continue and then Apply Filter.
The filtered list will display leads based on their qualification status.