Mary, a bank employee in Calgary has been given a list of potential clients that may benefit from having a conversation with Mary about their financial retirement needs.Immediately, Mary begins to review the list looking for potential clients that may be converted into prospects.Which of the following terms best captures the process of converting a lead into a prospect?

Question

Quizplus · Accepted Answer

Qualifying refers to the process of evaluating a lead's potential to become a prospect based on their needs, interest, and ability to purchase. Therefore, Mary is reviewing the list of potential clients to identify those who are worth pursuing as prospects. Scheduling, networking, routing, and characterizing are not relevant to this specific process.

Mary, a Bank Employee in Calgary Has Been Given a List