Скачать или смотреть Auto Qualifying Leads Based on Budget and Authority | Automation Flow | Office24by7 Tutorial

Want to identify qualified leads faster? Learn how to automatically qualify leads based on Budget and Authority using the Office24by7 Automation Flow.

In this tutorial, you’ll discover how to create smart automation rules that assess a lead’s potential using two key BANT criteria: Budget and Authority. When these conditions are met, the system automatically qualifies the lead, helping your sales team focus on high-value opportunities.

In this step-by-step video, you’ll learn how to:
Configure lead qualification rules based on Budget & Authority
Set up automatic lead status updates
Streamline your sales process with zero manual effort
Save time and improve conversion rates with automation

Perfect for sales teams, CRM admins, and marketing automation users who want to enhance lead management efficiency.

Timestamps:
00:00 Introduction
00:19 How budget and authority affects lead qualification
00:35 A quick overview of how this automation works
01:16 Triggering the automation when lead is updated
01:37 Checking if lead meets budget and authority threshold
02:18 Updating the leads status to 'qualified'
02:58 Conclusion

📌 Watch more tutorials in the Admin Setup Tutorials playlist to explore full customization options:    • Admin Setup Tutorials  

Learn more: https://office24by7.com

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