{"id":1451,"date":"2020-10-23T03:12:23","date_gmt":"2020-10-23T08:12:23","guid":{"rendered":"https:\/\/fridaycrm.com\/blog\/?p=1451"},"modified":"2020-10-26T22:01:46","modified_gmt":"2020-10-27T03:01:46","slug":"07-04","status":"publish","type":"post","link":"https:\/\/fridaycrm.com\/blog\/support\/07-04\/","title":{"rendered":"07-04 – Qualification Button – FUNCTIONS"},"content":{"rendered":"\n
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Check out our demo video on this topic<\/figcaption><\/figure><\/div>\n\n\n\n
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Qualification refers to assigning priority to a new client via a\nquestionnaire.<\/p>\n\n\n\n

The qualification usually appears as an assessment of the client carried out by the employee according to a form prepared in advance which helps to identify the initial stage of the client\u2019s interest and the essential scope of their needs.<\/p>\n\n\n\n

Frequently, due to its flexibility, the qualification is created on the basis of Google Forms<\/a>, where a list of qualification questions and possible responses are preset.<\/p>\n\n\n\n

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A link to this form (Qualification) is entered in Settings -> General settings.<\/em> It appears in the Deals section in the upper right corner and may be added to the browser bookmark for quick access.<\/p>\n\n\n\n

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Link to Qualification<\/figcaption><\/figure><\/div>\n\n\n\n

When multiple Qualification forms are available, a link to the online document with a list of qualification questionnaires is indicated.<\/p>\n\n\n\n

Upon completion of the qualification process, a URL of the completed qualification is entered in corresponding field under the editing function of the Deal, which ensures quick access to the client\u2019s responses.<\/p>\n\n\n\n

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Link to Qualification<\/figcaption><\/figure><\/div>\n\n\n\n

Based on the Qualification results <\/p>\n\n\n\n