The Prequalified KPI tracks transactions that are created with the Loan Status set to “Application Started” and the Stage value set to “Prequalified.” Once the transaction is saved with these values, it is automatically reflected in the My KPI page. This KPI is read-only and cannot be edited manually, ensuring accurate tracking of prequalified loan opportunities within Accountable CRM.
Note: Prequalified is an activity specifically applicable for both B2C & B2B contact types.
How to Set Goals for Prequalified :
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the prequalified in the My KPI grid table.
To Set a goal for Prequalified , you can click the “Set Goal” button located at the top of the My KPIs section, and add your goals there.
Once you add the goals it will reflect in the prequalified Goal column in B2B or B2C section.
Note: Click the edit icon to edit the goals.
How to Create a Prequalified Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Transaction” option.
In the Transaction popup, select an existing contact or create a new contact, then enter the Transaction Potential, Loan Status, Loan Purpose, and Stage details. Set the Stage value to “Prequalified” and click the Save button.
Once the Prequalified activity is created, The data will be reflected in the Prequalified This Month column in the My KPI grid table.
Click on Prequalified row to view the detailed list of Prequalified records.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support