> 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, 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](/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.

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.

1. Click the lead from the Leads page to open the details view.
2. Click the edit icon on the **Qualifiers** section.
3. 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).
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 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](/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) — using qualifiers to drive automation
* [How to capture a lead](/help-center/the-mobly-app/capture-and-enrichment/how-to-capture-a-lead.md)