Disqualify a lead

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Disqualify a lead in Lead Management.

    Vorbereitungen

    Role required: sales_agent or sales_manager

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Leads > All and select an existing lead that you're working with.
    3. Open the lead record, select three-dot menu () at the top-right corner on the lead header and select Disqualify lead.
      Hinweis:
      You can only disqualify a lead that is in New or Contacted or Nurturing stage.
    4. On the Disqualify lead dialogue box, select a Reason.
    5. Select Disqualify.

    Nächste Maßnahme

    To learn more, see Using Lead Management.