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.