How to add a qualifier to a lead
Qualifiers are how your team classifies a lead — interest level, product line, persona, follow-up intent, whatever your org has set up. They turn a name on a list into a categorized lead your team can route, score, and report on. Coupled with a CRM integration, they're what kicks off the right follow-up campaign for the right lead.
You may see qualifiers labeled "Tags" in some mobile screens — they're the same thing.
This article covers applying qualifier values. To set up which qualifiers exist and what options they have, see Configuring qualifiers in Lead Settings.
In the mobile app
The best place to qualify a lead is on the spot — while the conversation is still fresh.
After scanning a badge or tapping a lead in the Leads list, you'll see your org's qualifiers on the Lead Details page.
Tap an option to select it. Depending on how the qualifier is configured, you can pick one option (single-select) or several (multi-select).
Tap a selected option again to deselect it.
Changes save automatically — there's no separate save button.
In the Hub
The Hub is the right place to apply or fix qualifiers in bulk after the event — for cleaning up the leads that came in without context, or correcting a value you applied in a hurry.
Click the lead from the Leads page to open the details page.
Click the edit icon on the Qualifiers box.
Use the dropdowns to pick the option(s) that fit the lead.
Click Save.
To apply the same qualifier value across many leads at once, see How to use qualifiers to manage leads.
When a qualifier value is missing
If a qualifier was configured but its options changed later, an old value may show as missing or grayed out. Re-pick from the current options to update the lead — the old value won't show in new reports.
Related articles
Configuring qualifiers — set up which qualifiers appear on the Lead Details page
How to use qualifiers to manage leads — bulk apply and filter
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