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Qualification

Qualification Notes

Prospect Business

What does the business do?

Discovery

Contact Person

Business & Digital Information

Services & Opportunity

Services (separate with ;) Pain Points (separate with ;) Primary Pain Point Observed Opportunity

Current Technology

Current Processes

Opportunity Assessment

Opportunity Scores (0–10) — overall is recalculated on save

Custom Analysis Fields

JSON array of {"name","value"} (max 5)

Notes

Additional Comments Internal Notes (admin only)

Attachments

Change History