> For the complete documentation index, see [llms.txt](https://help.getmobly.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getmobly.com/help-center/the-mobly-app/working-with-a-lead/how-to-add-a-qualifier-to-a-lead.md).

# 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](/help-center/the-hub/working-with-leads/configuring-qualifiers.md) in Lead Settings.

## In the mobile app

The best place to qualify a lead is on the spot — while the conversation is still fresh.

1. After scanning a badge or tapping a lead in the Leads list, you'll see your org's qualifiers on the Lead Details page.
2. Tap an option to select it. Depending on how the qualifier is configured, you can pick one option (single-select) or several (multi-select).
3. 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.

1. Click the lead from the Leads page to open the details page.
2. Click the edit icon on the **Qualifiers** box.
3. Use the dropdowns to pick the option(s) that fit the lead.
4. Click **Save**.

To apply the same qualifier value across many leads at once, see [How to use qualifiers to manage leads](/help-center/the-hub/working-with-leads/how-to-use-qualifiers-to-manage-leads.md).

## 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](/help-center/the-hub/working-with-leads/configuring-qualifiers.md) — set up which qualifiers appear on the Lead Details page
* [How to use qualifiers to manage leads](/help-center/the-hub/working-with-leads/how-to-use-qualifiers-to-manage-leads.md) — bulk apply and filter
* [How to capture a lead](/help-center/the-mobly-app/capture-and-enrichment/how-to-capture-a-lead.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.getmobly.com/help-center/the-mobly-app/working-with-a-lead/how-to-add-a-qualifier-to-a-lead.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
