Empower Your Business with the Crm Lead Opportunity in UAE

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hello everyone in this movie we will discuss how to qualify an existing lead this lead has been created in the system from our last movie and we will qualify this lead in the system as per the last follow-up activity that has been done by the customer representative it has been decided that the lead will be qualified to proceed further so in the system the user will come here and open the lead and he will just click on this qualify button to qualify the lead as soon as you qualify the lead it will automatically create a contact record and an associated account record in the system right this is the automatic process that will happen due to the qualify process but you can restrict this automation this automatic version of the contact and account record by configuring the settings right so as soon as i qualified the lead you can see the opportunity record it's created and its topic is the same as the lead topic i have given last time and the contact called as robot bad for which is created newly and the system is associated in the opportunity record and there is another account with the name with the organization name that has been associated in the lead it's created as a account recorder and associated with the opportunity right if i'll go to the account also i can see that new account here this one and i will go to the contact then this is the new contact that is getting created right so due to this qualification process the opportunity uh created in the system automatically and in this opportunity we will work on different uh concepts like adding stakeholders adding team many things we have to add in this opportunity level because of the qualification lead qualification process but the lead which has been qualified now is deactivated if you go to the lead you can see and your lead will not be listed here rather if you change the view to closed loops you can see my lead is displaying here so because of the qualification process the specified lead becomes inactive or you know becomes deactivated with a status called as qualified the qualified is a status of closed status of lead okay so in our next movie we will see how we can work on the opportunity that has been just created so thank you we'll see in the next movie