Service Fire Help Center
Service Fire Help Center
    • Marking A Lead Qualified
    • Marking A Lead Unqualified
    • Adding Direct Leads
    • Adding Past Customer Leads
    • Adding Notes To Leads
    • Lead Views
    • Finding Contacts
    • Adding Additonal Contact Details
    • Creating A Proposal
    • ServiceFire (Sales Team) — Quick Tour & How to Log In (Video 1)
    • ServiceFire (Sales Team) — Proposals: Create, Update Status, Notes, and Activity (Video 2)
    • ServiceFire (Sales Team) — Accepting a Proposal Creates a Job + Task List (Video 3)
    • ServiceFire (Sales Team) — Job Tasks: Viewing, Updating Checklists, and Tracking Progress (Video 4)
    • ServiceFire — Notes + @Mentions: Tagging, Notifications, and Where Notes Appear (Video 5)
    • Lead Flow SOP: Proposal → Accepted → Job → Tasks
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    • Marking A Lead Qualified
    • Marking A Lead Unqualified
    • Adding Direct Leads
    • Adding Past Customer Leads
    • Adding Notes To Leads
    • Lead Views
    • Finding Contacts
    • Adding Additonal Contact Details
    • Creating A Proposal
    • ServiceFire (Sales Team) — Quick Tour & How to Log In (Video 1)
    • ServiceFire (Sales Team) — Proposals: Create, Update Status, Notes, and Activity (Video 2)
    • ServiceFire (Sales Team) — Accepting a Proposal Creates a Job + Task List (Video 3)
    • ServiceFire (Sales Team) — Job Tasks: Viewing, Updating Checklists, and Tracking Progress (Video 4)
    • ServiceFire — Notes + @Mentions: Tagging, Notifications, and Where Notes Appear (Video 5)
    • Lead Flow SOP: Proposal → Accepted → Job → Tasks
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  • Home
  • BearJack Lead Management
  • Marking A Lead Qualified

Marking A Lead Qualified

  1. Go to the Contacts list on the left-hand side.

  2. Locate and click the lead’s name.

  3. Scroll down to the Tags section.

  4. Type "qualified" in the tag search field.

  5. Click the Qualified Lead tag to add it.

  6. The lead will now be marked as qualified, pushed to the Airtable database, and created as a contact in PandaDoc.

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