Qualifiers - Adding Names and Descriptions

When working with Prospecting and Sales qualifying and disqualifying criteria based on rules will help you to easily identify the prospects and opportunities where you have better chances of success. This can be made even more descriptive and detailed by customizing the Name and Description of the Qualifiers in Membrain.

Qualifiers differs in Prospecting and Sales Projects. Here's a step by step guide to how you customize the Qualifiers in the two different areas.

Customizing the Qualifiers in Prospecting

1. Go to System Setup, In your Membrain environment.
2. Access the process editor by choosing the Prospect Process you wish to customize.
3. Click on the Qualifier (on the right side of the page) you want to customize.
4. Click on "Name & Description" and edit the Name and/or Description on the Qualifier.
   
5. Save the changes and also the Publish Process - button.

Customizing the Qualifiers in Sales Projects

1. Go to System Setup, In your Membrain environment.
2. Access the process editor by choosing the Sales Project Process you wish to customize.
3. Click on the process step where you have a Qualifier you want to customize.
4. Click on the Qualifier and then the "Name & Description" and edit the Name and/or Description on the Qualifier.
   
5. Save the changes and remember to publish the Process for the changes to take effect.

Qualifiers and qualifying questions can be created in the process editing tool. To learn more on how to use Qualifiers in Membrain, click here.