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Quest log
Beginner
Practice / Manual / AI-assisted
Workspace availability applies
Agent
Investor
Wholesaler
General
Qualify the lead
Review the contact evidence after an approved reply handoff and record one explicit qualification decision.Access And Alternatives
Try with the bounded local fixture. Live qualification availability depends on your workspace.Can I try sample data?
Continue from the synthetic reply-review fixture in a local or test workspace.Can I do it manually?
Review qualification evidence on the linked contact and confirm only one decision.Can the assistant prepare it?
The assistant can inspect, prepare, apply, and verify with a separate confirmation for apply.What access is required?
A reviewed and approved reply handoff · Live-workflow approval for real leadsIs there a usage or provider dependency?
Qualification is not automatic and does not contact the lead.What if access is unavailable?
Prepare the provider-independent sample chain before qualifying a real lead.Beginner practice
No live provider, billing, sending, or CRM mutation starts here.Turn reviewed evidence into one explicit decision
Continue from the bounded local/test reply fixture and compare the approved handoff with the linked contact before qualification.- Review current and stale evidence before choosing a status.
- Confirm only the qualification mutation.
- No appointment or provider action happens automatically.
Steps
Your local learning progress. This is not proof that work was completed.1 of 5: Open the linked contactNot started
- 1Open the linked contact
- 2Review reply and contact evidence
- 3Resolve stale or conflicting evidence
- 4Choose one qualification decision
- 5Verify the recorded result
Beginner Guide
Why this step exists
Qualification turns reviewed evidence into an explicit decision that the next workflow can rely on.Evidence to review
- The approved reply handoff
- Current contact state and source evidence
- Stale, conflicting, or caution-bearing facts
What will change
One qualification decision and the matching contact status are recorded.What will not happen automatically
No appointment is created and no provider communication occurs.What success looks like
The intended qualification target and the visible contact status agree.What This Teaches
- How to start this workflow without guessing the first screen.
- How to use Contacts as the manual path.
- How to practice with sample data before touching live records.
- How to ask the AI helper for one confirmed step at a time.
- How to check what happened and decide whether another step is worth doing.
What Happens Next
Record outcome and review follow-up- Qualification evidence reviewed
- One decision recorded
- Contact status updated
Ways To Practice
Sample pathContinue from the prepared local/test Wave 1 fixture and the approved synthetic reply handoff.
AI helper pathOne explicit qualification decision linked to the reviewed reply handoff.Prepare qualification for this lead. Show the linked evidence and proposed decision, then stop for one explicit confirmation before applying it.
- Confirm the exact qualification target before applying it.
Will not do
- No provider communication
- No task creation
- No appointment creation
Prerequisites
- A reviewed reply with an approved handoff
- Access to the linked contact
Readiness And Safety
Manual ready
AI-assisted ready
Sample ready
Outcome ready
- Reject stale or cross-contact evidence instead of silently applying it.
- Confirm only one qualification mutation.
- Do not infer qualification from a reply alone.