“PurposeIf you look and decided it isn’t something you wish to proceed with you need to indicate this on the Dynamics database
Update the notes and use follow to comment
Disqualify the lead
If the lead was sent to multiple areas, use the ‘send email link’ button to send to the other teams that were identified advising that you are not interested but they should review.
1.
Click on the link to open the lead2.
Review the information 3.
Update notes on your response 4.
If you do wish to follow this up, click on the reopen lead button and then follow the steps above to qualify
If you receive an email on a Disqualified lead
Routes Back
Dynamics Home >05 = Leads >Qualify a lead
“
