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Qualifying a lead means getting it ready for the team to act on: it lands in the right branch, has a coordinator owning it, sits at the right status, and carries the tags that help everyone understand it at a glance. You do all of this from the lead’s summary page.

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Open the lead

Go to Leads and click the lead you want. On the right side of the summary you’ll find the Details panel, where most qualifying happens.

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Assign a branch

In the Details panel, use the Branch dropdown to assign the lead to the branch that should handle it. Pick a branch from the list, or choose Unassigned to leave it open. You’ll see a Branch updated confirmation.
Assigning a branch is an important step — a lead needs a branch before you can schedule a site visit for it.
Once a site visit (lead activity) is on the calendar, the branch locks so it can’t be accidentally changed. An info icon next to Branch explains this. To change the branch after that, remove the scheduled activity first.

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Assign a client coordinator

After the lead has a branch, a Client Coordinator dropdown appears in the same panel. Pick the coordinator who owns the lead — start typing to search by name. You can clear the selection at any time to leave it unassigned.
Only people set up as Client Coordinators appear in this list.

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Set the status

Every lead has a status that shows where it sits in your pipeline. You can change it two ways:
  • From the lead summary, use the status dropdown next to the lead’s name at the top.
  • From the Leads list, use the status dropdown right on the lead’s row — no need to open it.
Your organization defines its own set of lead statuses, so move the lead along as it progresses.

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Add tags

Tags are flexible labels you can apply to a lead — think things like a service type, a priority, or a campaign. In the Details panel, use the Tags field to search and add as many as you like. Tags save automatically as you add or remove them, and they double as a filter on the main Leads list.
Lean on tags to organize your pipeline your way. Tag a batch of leads, then filter the Leads list by that tag to work them as a group.

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A note on salesperson

The salesperson tied to a referral-based lead is captured on the lead itself, in the Lead source area of the create/edit form. See Set the lead source, confidence, and referral for how to record it. When you later schedule a site visit, that’s where you choose which team member is assigned to go.

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What’s next

Schedule a site visit

Book a lead activity on the calendar now that the lead has a branch.

Turn the lead into a client

When the visit is confirmed, convert the qualified lead into a client and project.