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Lead Management › Lead and opportunity apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Disqualify a lead

Disqualify a lead in Lead Management.

Before you begin

Role required: sales_agent or sales_manager

Procedure

  1. In the CSM Configurable Workspace, select the List
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view.

  1. Navigate to Leads > All and select an existing lead that you're working with.

  2. Open the lead record, select three-dot menu

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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.

  1. On the Disqualify lead dialogue box, select a Reason.

  2. Select Disqualify.

What to do next

To learn more, see Using Lead Management.

Parent Topic:Using Lead Management

Related topics

Install and configure Lead Management

Lead Management