Qualify a Lead

Decide whether a lead is worth pursuing and, if so, turn it into an opportunity in your pipeline.

#Purpose

Separate real prospects from noise so your team spends time on deals that can close.

A focused pipeline of qualified opportunities, not a pile of unvetted leads.

Detail	Value
Estimated time	5–15 minutes
Departments involved	Sales
Business modules used	CRM
AI departments used	Sales Agent (assists with outreach)
Required permissions	Internal staff with CRM access
Prerequisites	A captured lead with an owner.

Review lead

Assess fit and intent.

Log activity

Record the interaction.

Create opportunity

Qualified lead becomes a deal.

Set stage

Opportunity enters the pipeline.

Review the lead

Assess fit, budget, and intent against what you offer.

Record your interactions

Log activities so the lead's history is captured.

Create an opportunity

For a qualified lead, create an opportunity — it starts at the qualified stage with an open status.

Position it in the pipeline

Set the stage so the deal is visible and prioritized.

No formal approval gate

This workflow does not require a sign-off step, but you can still review before acting.

What you should see

A qualified lead becomes an open opportunity in your pipeline with a clear stage.

If this happens	Try this
The opportunity is not in the pipeline	Confirm it was created with an open status and check your filters.
I cannot tell if a lead is qualified	Log more discovery activity before deciding.