Qualify/Disqualify Lead

By clicking on “Qualify Lead” icon, status of lead will get updated to close state and user will be redirected to opportunity page from the map. It is available only for record of lead entity. [1]

 

Note: Open leads will display option to qualify/disqualify lead. Once leads are qualified, those leads will be shown in Closed Leads view. 

 

Disqualify Lead

 

By clicking on “Disqualify Lead” icon, leads will get disqualified and its status will be changed to close. [2]

 

Also, upon disqualifying lead, user needs to select the reason for disqualifying lead. Reasons can be like Lost, Cannot Contact, No Longer Interested and Cancelled. It is available only for lead entity. After you select reason click on Disqualify button to complete the action. [3]

 

Disqualified leads can be reactivated by clicking on Reactivate Icon present with closed lead record.

 

Reactivate Lead

 

By clicking on “Reactivate Lead” icon, leads will be reactivated, and its status will be changed to Open.

 

Note: On reactivating lead, view of lead will get updated from closed leads to open leads.