If you Disqualify a record, you’ll have the option of entering a reason why it is disqualified – Lost, Cannot Contact, No Longer Interested, or Canceled.
Could anyone show me the circumstances for each reason, please?
If you Disqualify a record, you’ll have the option of entering a reason why it is disqualified – Lost, Cannot Contact, No Longer Interested, or Canceled.
Could anyone show me the circumstances for each reason, please?
They're fairly open-ended. You can even think of them as suggestions for your own disqualifying reasons. But here's a high-level.
Lost - You lost this lead to a competitor
Cannot Contact - You can't actually get in front of this lead
No Longer Interested - They have decided not to buy anything at all
Canceled - All other reasons
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,280 Super User 2024 Season 2
Martin Dráb 230,235 Most Valuable Professional
nmaenpaa 101,156