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BANT Sets

BANT Sets in Ultro ERP group a collection of BANT Parameters into reusable qualification templates (for example: "Enterprise Qualification", "SMB Quick Qual").

BANT Sets group a collection of BANT Parameters into reusable qualification templates (for example: "Enterprise Qualification", "SMB Quick Qual").

Common fields

  • Set Name — Template name for the parameter group.
  • Parameters — The BANT Parameters included in this set.

How to use

  • Apply a BANT Set when qualifying a lead to ensure consistent data capture across similar opportunity types.
  • Reuse sets to speed up qualification and reporting.

Tip: Create one or two standard sets aligned to your customer segments (Enterprise vs SMB) for consistent qualification.