In Vantagepoint within the Contacts Hub, is there a way to distinguish between a Lead and a Contact?
KB Article #:
98017
Summary:
In Vantagepoint within the Contacts Hub, is there a way to distinguish between a Lead and a Contact?
Description:
Resolution:
Qualified status in the Contact Hub is the way to identify leads from contacts.
This field displays if your firm uses CRM Plus and enables the Lead Qualification feature inSettings>CRM. As acontact's level of interest in doing business with your firm evolves, use this field to track it:
New lead: Select this status when thecontactis a new lead for your firm and does not have any associatedfirmorprojectrecords.
Qualify: Select this status when thecontactmeets your firm's business rules and you would like to pursueprojectswith him. The QualifyContactdialog box displays and you can create a newfirmorprojectrecord to associate with thecontact. You can then associate the qualifiedcontactwith amarketing campaign. TheStatus Datefield automatically updates with the date on which thecontactwas qualified.
Disqualified: Select this status when acontactis not worth pursuing. When you disqualify acontact, use theStatus Reasonfield on the confirmation dialog box to specify the reason. Note that when a qualifiedcontact's status is reverted to disqualified, theStatuschanges toInactiveand the indicator turns gray.
Revert to Lead: When thecontact's current status is Qualified, you can select this status to change thecontactback to a new lead. If thecontactis linked to afirmorproject, you are prompted to confirm, because all associations with those records will be lost.