Disqualify a Project Lead with Reason Code

Project leads can be qualified or disqualified to remove them from your active lead list. Qualifying the Project Lead will convert it to Account, Contact and Project Proposal. Disqualifying a lead will close the lead as a disqualified status. Disqualified leads can be re-activated at any time.

✅ Goal

Remove non-viable opportunities from the sales pipeline while documenting why the lead will not proceed.

📍 When to Use This

Disqualify a lead when it is no longer a valid sales opportunity or does not meet qualification criteria.

🚶‍➡️ Step-By-Step Guide

📋 Procedure

Navigate to Projects > Leads.
Open the lead record.
Select Disqualify.
Select the appropriate reason code.
Enter additional comments if necessary.
Confirm the disqualification.

✅ Result

The lead is marked as disqualified and removed from active qualification efforts.

💡 Tips

Always select the most accurate reason code.
Add notes when additional context is helpful.
Review disqualification trends regularly.
Avoid leaving inactive leads open indefinitely.

➡ Review Lead Performance Reports
➡ Analyze Lost Lead Trends
➡ Reopen Lead (if applicable)

🧭 What Happens Next?

The lead remains available for historical reporting and future analysis.