CAPTURE & AUTOMATION / 7 MIN READ
Qualify and route a new lead
Turn captured information into a reviewed sales next step.
Plan: Starter4 clear steps
Follow the steps
01
Open the submission
Review the form response and the person record it matched or created.
02
Check the criteria
Compare saved information against your workspace’s qualification criteria rather than guessing intent.
03
Record the decision
Save the supported qualification outcome and its reason or context.
04
Assign follow-up
Create or confirm a task for the responsible teammate, with a sensible due date.
BEFORE YOU MOVE ON
Check the result
The qualification and owner are visible on the saved records.
Worth knowing
A qualified lead is not automatically a won deal or recognized revenue.