Editing a Qualifying Question

Click on the Edit icon to change an existing qualifying question. When editing a qualifying question you can also add a quicklink.

If you choose to edit a qualifying question which is also used in another sales process you will be presented with the following notice:

If you edit the qualifying question, updates you make will also impact the other sales processes in which it is used. If you wish to isolate your edits to the current sales process being edited you can choose to make a copy of the qualifying question.

Note: that the importance and mandatory settings of a qualifying question which are set on the main sales process admin page, are sales process specific – editing these values will only affect the current sales process.

Note: Smart Qualifiers are read-only and cannot be edited.