Dashboard Knowledgebase

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I’ve reviewed a supporter and determined they are either qualified or unqualified. How do I do this?

Beyond lead scoring and gift consideration, we realize there is a lot of manual qualification that you and your team complete.

All user types (Admin and Standard) can now manually qualify supporters. By default, supporters will show as Pending Review, but can be updated to Qualified (thumbs up) or Unqualified (thumbs down). Changes you make will allow other dashboard users to see qualification status, as well.

If you want to see all your Qualified, Unqualified or leads Pending Review, simply use the Qualification filter.

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