How to Manage Disqualified Leads & Record Lost Reasons

Overview
When a lead goes cold or isn’t a fit, you can mark it as Disqualified and capture the reason—ensuring your pipeline stays clean and your team learns from every outcome.

Steps

1. Go to Leads → Lead Contact and locate the lead.

2. Open the lead’s detail view and click the Status dropdown.

3. Select Disqualified.

4. In the prompt, choose or enter a Lost Reason (e.g. Budget, Timing, No Fit).

5. Click Save. The status and reason are logged in the lead’s history.

Tips

• Standardize your lost‑reason list so you can report on why leads drop off.

• Encourage reps to add a brief note elaborating on the reason for future training.

• Use a filter for Disqualified + specific reasons to identify process improvements.