Learn how to disqualify a lean in this video. If a lead is not qualified, it can either be disqualified or not qualified. When a lead is disqualified, the lead owner specifies the reason the lead was disqualified. The lead is then removed from the list of active leads. A lead that is not qualified simply remains in the list of leads for potential future action.
- [Instructor] The point of leads is not necessarily … to qualify them. … there are leads you might not want to qualify. … For example, if our organization requires a timeline … and a budget to qualify a lead, … then by definition any lead where there is not … both a timeline and a budget will not be qualified. … And there are two possibilities … of what we can do with a lead that doesn't qualify. … We can explicitly disqualify it, … in which case it will be removed … from our list of active leads, … or we can simply choose not to qualify it right now. … Let's go take a look at this lead, … which is Robin Counts. … Robin Counts went our website … and said they like our products. … We've done a little bit of investigation, … we've had some e-mails back and forth, … and nothing seems to be coming of this. … When we went into the qualify stages, … even if we created a contact and account, … when we say, … "Well, when would you like to buy our products?" … They don't know. … And estimated budget there is really uncertain. …
Author
Released
4/26/2019- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage
Skill Level Beginner
Duration
Views
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Introduction
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1. Dynamics 365 Data and Processes
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Dynamics 365: The basics4m 8s
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Records: The basics2m 55s
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Dynamics 365 user interface5m 12s
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2. Get Started
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Log into Dynamics 3652m 20s
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Create a new record4m 42s
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3. My Work: Dashboards and Activities
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Dashboards: The basics2m 40s
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Follow and pin records2m 20s
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Create an activity4m 30s
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Create and edit appointments3m 13s
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4. Qualify a Lead
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Create a lead4m 10s
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Edit a lead49s
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Assign and share leads3m 9s
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Qualify a lead5m 38s
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Disqualify a lead3m 35s
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5. Work on an Opportunity
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Develop an opportunity5m 17s
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Work on the proposal2m 45s
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Create a quote2m 39s
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Complete the closing stage2m 23s
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Conclusion
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Next steps2m 6s
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Video: Disqualify a lead