CBILS CHECKBOX

What do I need to do with it?

The CBILs checkbox on the Lead is for you to tick if the Lead is suitable for, or interested in CBILs. If you tick it, when the Lead is converted to an Opportunity the CBILs checkbox on the Opportunity will be ticked too.

Untick it on the Opportunity if it does not end up being suitable for CBILs.

Why has it been added?

This data will be used to understand the proportion of people interested in CBILs, relative to those that actually end up being funded through a CBIL.