---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Disqualify a lead

# Disqualify a lead {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Disqualify a lead in Lead Management.

## Before you begin

Role required: sales_agent or sales_manager

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Navigate to LeadsAll 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.  
   Note:  
   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.

## What to do next

To learn more, see [Using Lead Management](https://servicenow-prod.fluidtopics.net/3G3HlLqKG3Vp62y2dA_Yrw "Use the Lead Management to create your lead.").

*[\>]: and then