How to Disqualify a Lead

Juraj Perina

September 22, 2016 11:49

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If for any reason a potential lead does not qualify into a sales opportunity, you can disqualify it directly within the "Leads" stage. Follow the steps below in order to disqualify your sales lead by moving into the Archive and set its status as “lost.”

  1. Run Pipeliner and click the "Pipeline" icon.
  2. Mouse over the particular lead, and click on the "Move to Archive" from the Quick View menu.
  3. Confirm the disqualification by clicking the "Save" button.
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