Efficient crm lead qualification process for customer service

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in this video we'll go over the process of qualifying a lead and converting it to an opportunity or if the lead is not pursuable we'll disqualify it the goal of any lead is to determine if it is viable and determine if we want to move it to the next stage in the sales process and continue working on it what this means is creating an opportunity and continue working on that opportunity in the sales life cycle at times we will determine that the lead does not fit the business demographics and not worth the time that the business will spend on this prospect or maybe it is just this prospect is no longer interested in the products and the services that our business offers we're not interested in doing business with our company if we ever have to disqualify the lead on the command bar of the lead record itself there's a disqualified drop down with various reasons for this qualification when you select the appropriate reason this the record will be deactivated and put into read-only mode when doing this the record is still available for historical purposes and will appear in the closed leads view and at any point in time if this leaves become viable again such as a scenario where the customer contacts us and lets us know that they want to do business with our company delete will be reactivated if i select the reactivate lead option on the command bar once the lead is reactivated it becomes out of read-only mode and i can continue working on it after talking to the leads and setting the stakeholders or decision makers and determined that we want to pursue it i can go ahead and qualify the lead and then continue working on that opportunity when the lady is qualified there are a few things that happen in the background the first thing that happens is that now a new opportunity record has been created when looking at the record you will see that we are on the opportunity record and that the business process flow is now in the develop stage if we click on the qualify stage in the business process flow it will take us back to the lead record however the lead record is in read-only mode and we can see that the status is qualified moving back to the opportunity record it will show me any of the information that i entered during the qualification process the other thing that happens during the qualification is that the lead was a new business and the new contact have been created i can go to my contact i can go to my the contact field and i can see that this is a record that has been created as well as the account record if these were existing account or contact you would select them during the qualification phase and there would be no need of creating the new account and contact records in this scenario we see that the account called applied science was created with a contact for paul allen in the next steps we would like to continue updating the formation on the opportunity record which will be covered in the upcoming videos