Lead Qualification and Sales Enquiry Screening
When a team receives many enquiries, not every conversation deserves the same next step. Clear qualification questions and lead stages help salespeople focus on the most relevant requests.
Request Pricing
Define what qualified means
Criteria depend on the business. A property enquiry might include area, budget and property type; a B2B lead might depend on purchasing timeframe and required volume. Avoid applying one score to every industry.
Qualification channels
Enquiries may be qualified through forms, appropriate conversations or human review. Automated and AI-assisted steps depend on enabled configuration and permission; they are not assumed to run in every account.
Better handoff to sales
Attach the source, stated need, available contact details and suggested next action to the record so the team can follow up with context. Gather only relevant information for the disclosed purpose.
Learn from outcomes
Review duplicate enquiries, unsuitable requests and reasons a lead did not progress. That feedback can improve campaign messages and qualification questions.
Frequently asked questions
Is lead screening completely automated?
It depends on the chosen workflow and enabled integrations. Human review may remain necessary.
Does a qualified lead guarantee a sale?
No. Qualification makes follow-up more informed but cannot guarantee a buying decision.