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Available on the Teams and Enterprise plans.
Qualifiers are the questions your team answers about a contact right after capturing it: what product they’re interested in, how hot the lead is, when they plan to buy. Every lead gets the same questions, in the same order, so your follow-up and your CRM get consistent data. A qualifier can be any custom attribute, or one of four built-in fields: Tags, Note, Company, and Job title.

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Setting up default qualifiers

Your organization’s default qualifiers are asked about every contact. Only Admins and Owners can change them.
1

Open Attributes

In the organization dashboard, go to Settings → Attributes.
2

Create the attributes you need

Click Add Attribute to create a question, for example a Select attribute named “Product interest” with one option per product. See Custom Attributes for every answer type.
3

Move them to qualifiers

Drag an attribute into the Qualifiers group, or set its Visibility to Qualifier when you create or edit it.
4

Set the order

Drag the rows within the Qualifiers group. Questions are asked in this order.
Qualifiers appear in their own Qualifiers section on each contact instead of with the other contact details.

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Qualifiers per event

Each event starts with the organization’s default qualifiers. To ask different questions at a specific event, edit the event and change its Qualifiers list:
  • Click Add qualifier to add an attribute.
  • Drag rows to reorder them, or remove the ones you don’t need.
If you leave the list unchanged, the event keeps following the organization defaults, including any changes you make to them later. When a contact belongs to an event with its own qualifiers, the contact shows that event’s questions, with a note naming the event. If the contact is in several events that are live at the same time, each with its own questions, choose which event’s questions to answer from the event chips.

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Answering qualifiers

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On mobile

The Qualifiers section is the first thing on the contact sheet, right after a scan. Each question shows its current answer, or Add if it hasn’t been answered yet.
1

Tap a question

The questions open one at a time, with a counter showing your progress.
2

Answer

For Select, Checkbox, and Priority questions, tap an answer to move to the next question. For other types, enter the answer and tap Save.
3

Finish

Tap Next to skip a question, or Done on the last one.

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On the web

Open a contact to see its Qualifiers. Edit the answers in the Qualifiers card and click Save.

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Sending qualifiers to your CRM

Qualifier answers are stored as contact attributes, so you can send them to your CRM like any other field. Map each attribute to a CRM field from the integration’s Attributes mapping, and match each option to a CRM value with Map options. See Custom Attributes.

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Best practices

  • Keep the list short: three to five questions can be answered in a few seconds at a busy booth.
  • Prefer Select, Checkbox, and Priority questions: they’re answered with a single tap.
  • Put the most important question first, in case the conversation ends early.