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How Can Zoho Automatically Mark Leads as Converted?
Use a Zoho Lead or Contact change as the campaign’s qualification condition so Referral Factory can mark the referral as converted.
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Before you startWhat does it mean to qualify a lead in Referral Factory?How does automatic qualification with Zoho work?How do I qualify a referral when Referral Factory creates a Zoho Lead?How do I qualify a referral when Referral Factory creates a Zoho Contact?What needs to happen in Zoho for the referral to qualify?What happens in Referral Factory after a lead is qualified?Does qualifying a lead trigger a reward?How do I test automatic qualification with Zoho?
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