Disqualify a lead

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Disqualify a lead in Lead Management.

    Antes de Iniciar

    Role required: sales_agent or sales_manager

    Procedimento

    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.
      Nota:
      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.

    O que Fazer Depois

    To learn more, see Using Lead Management.