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            Qualify Your Leads

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            Qualify Your Leads

            After a web chat or the conclusion of the email outreach, the Qualification Agent updates the lead record with a rating. The Qualification Agent also generates a summary that includes the rationale for the rating and a suggested action for the sales rep.

            Required Editions

            Available in: Lightning Experience in Enterprise, Performance, and Unlimited editions with Einstein for Sales.

            Default sections of the Qualification summary include.

            • Rating and rationale for the lead rating.
            • Channel - Web or email conversations.
            • Number of interactions.
            • If any of the required fields (defined during Guided Configuration) are not populated on the Lead record.
            • Suggested action for the user.
            • Summary of the conversation
            • Key insights

            The user inputs include.

            • Ideal Customer Profile
            • Messaging session
            • Lead record
            • Required fields
            Note
            Note You can update the structure and content of the summary by updating the Qualify Lead prompt.
             
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