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Qualifying a Lead

In Tamarac CRM, prospects are created as leads. When a lead meets your criteria and is ready to become a client, they are qualified and converted to a contact and an account.

When you qualify a lead in Tamarac CRM, the information you entered for your prospect is automatically populated on your contact and account saving you the time of reentering data. All activities, service offerings, interests, and wealth management information are included in the conversion, along with alerts, photos and connections—you'll be able to see these at the account level.

Tamarac's best practice is to enter all new clients by qualifying leads. This allows you to maintain metrics on your business development efforts and track referral sources for new clients.

Click here to learn more about the Lead Pipeline Process.

Click here to learn more about qualifying a Lead.

Notes

This article mentions that an Opportunity record will be created as a result of Lead qualification. That is Microsoft Dynamics CRM functionality that Tamarac has disabled. In Tamarac CRM, when a Lead is qualified, the Lead is converted to an Account and a Contact record (for Primary and/or Secondary Contacts). An Opportunity record will not be created.

Once you've qualified the Lead, navigate to the newly created Account to Create in Tamarac Reporting if applicable. Click here to learn more about that process.