How to add a qualifier to a lead
Qualifiers are how your team classifies a lead — interest level, product line, persona, budget, follow-up intent, quick notes, 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.
This article covers applying qualifier values on a lead. To set up which qualifiers exist and what type they are, 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 you scan a badge or tap a lead in the Leads list, you'll see your org's qualifiers on the Lead Details page. How you interact with each one depends on its type.
Picklist qualifiers
Fixed set of options. If there are five or fewer options, they show as a row of chips — tap to select, tap again to deselect. If there are more than five, they show as a dropdown with checkboxes.
Picklists can be configured for single-select (one option per lead) or multi-select (pick as many as apply).
Open Text qualifiers
A text box for a free-form response. Type what fits — the character count shows how much room you have left.
Numeric qualifiers
A number field with – and + buttons to step up or down. If the qualifier has a unit label (like $ or people), it renders inline next to the number. Numeric qualifiers are integer-only and honor any min/max bounds the admin set.
Boolean qualifiers
A two-choice picker. Default labels are True / False, but if the qualifier is mapped to a CRM Yes/No field, the labels adjust to Yes / No automatically.
Note Activity qualifiers
A pill labeled Add Activity. Tap it to open a full-screen note editor. Type the note, save, and it appears in the lead's activity feed with the current event or activation and a timestamp. Note Activity qualifiers can be added multiple times to the same lead — each one becomes its own timestamped entry.
Required and Important
You'll see two badges on qualifiers depending on how the admin configured them:
Required (red badge) — you can't save the lead until you've filled this qualifier in
Important (orange badge) — you'll get a prompt reminding you to fill it in, but you can skip
Everything else is optional.
Changes save automatically — there's no separate save button for individual qualifiers.
In the Hub
The Hub is the right place to apply or fix qualifiers in bulk after the event — for cleaning up 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 view.
Click the edit icon on the Qualifiers section.
Use the fields to pick, type, or set the values. Different qualifier types have different controls (same shapes as on mobile — pickers, text boxes, number steppers, toggles).
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 Picklist qualifier's options changed after a lead was captured, 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 — using qualifiers to drive automation
Last updated
Was this helpful?