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Qualifying a buyer records what they are looking for, so that when a listing lands you can find the right people in seconds instead of going from memory.
1

Open the contact and click Qualify as Buyer

On the contact record, click Qualify as Buyer. If they are already qualified the button reads Edit qualification, and a Buyer ✓ marker shows on the record.
2

Fill in the three required fields

Tier, Buyer type, and Price range. You cannot save without all three, and the dialog will tell you which one is missing.
3

Add whatever else you know

Asset class, location, cap rate. Partial is fine and normal. You will learn more on the next call.

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Buyer type is INTENT, not financing

This is the field people get wrong, so it is worth being blunt about. Buyer type describes what the buyer wants out of the asset: Whether they pay cash is a completely separate question. Cash versus financed is recorded as a tier tag (cash buyer / financed buyer), never as buyer type.
Do not put “cash” in buyer type. A cash buyer might be an investor or an owner-user, and those two want opposite properties. Collapsing the two questions into one field throws away the answer that actually drives matching.

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Primary asset class drives their follow-up cadence

If you set a primary asset class, it is not just a label. The follow-up cadence branches on it, so an industrial buyer and a retail buyer can sit on different clocks.
Set the primary class even for a buyer who looks at several things. It decides how often they hear from you, and “everything” is not a schedule.

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The rest of the buy box

  • Price range — required, and displayed with thousands separators so a 3,000,000buyerisnevermistakenfora3,000,000 buyer is never mistaken for a 30,000,000 one.
  • Asset class — everything they will consider, which can be broader than their primary.
  • Location — the markets or submarkets they will look at.
  • Cap rate from — the minimum return an investment buyer will accept.
Copy for Fuel AI puts the buyer’s requirement on your clipboard as plain text, which is handy for pasting into an email or a text without retyping what they told you.
A partial buy box still matches. The more you fill in the tighter the results, but do not leave a half-known buyer unrecorded because you are missing their cap-rate floor.