Disqualify a lead

  • Release version: Zurich
  • Updated March 12, 2026
  • 1 minute to read

    • 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 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 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.