Setting Lead Retrieval Qualifiers

Lead Warrior is a contract add-on. If you are unsure if you are contracted for this functionality, or if you are interested in adding this functionality to your mobile app, please contact your Mobile Implementation Specialist.

 

Before saving a lead, app users can tag the lead with qualifiers.

Set the list of qualifiers the user can choose from by clicking the "Set Qualifiers" button via the Action drop down in the Lead Warrior module. Type the qualifiers in the pop up box, using the pipe symbol to separate each qualifier.

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