Disqualify a lead

task brazil Updated Sep 10, 2026 1 min read lead-management-disqualify-lead.md
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Disqualify a lead in Lead Management.

Before you begin

Role required: sales_agent or sales_manager

Procedure

  1. In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: 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 [Omitted image "icon-three-dot-menu.png"] Alt text: 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.

Parent Topic:Using Lead Management

Related topics

Configuring Lead Management

Lead Management

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