---
sourceDocument: Australia Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/order-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Disqualify

# Disqualify a lead {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 LeadsAll 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](https://www.servicenow.com/docs/vDw9aarUeFkGPuOlwvxMnQ "Use the Lead Management to create your lead.").
**Related concepts**   

* [Configuring Lead Management](https://www.servicenow.com/docs/hDLqTE8qYLPN7hJMw~zaBA "Install the Lead Management application, which enables sales agents and sales development representatives to create leads and provide pre-sales product recommendations based on customer needs. You then assign the user roles and configure related features, such as needs analysis and kanban view used in Lead Management.")
* [Lead Management](https://www.servicenow.com/docs/nM7p9AzB1XOJQgtVIA1JDQ "The Lead Management application enables your sales agents and sales development representatives to create leads and nurture them into opportunities.")

*[\>]: and then


