Disqualifying a lead, and keeping one for later

Disqualifying a lead, and keeping one for later#

Not every prospect is worth pursuing. Two outcomes cover that, and neither one deletes anything.

Disqualify#

Use this when the answer is no.

The lead leaves your queue and stops counting towards your badge. The record stays. So does everything attached to it — notes, calls, the whole history.

You can add a reason, and it is genuinely optional:

• Not a fit
• No budget
• Wrong industry
• Wrong person
• Invalid contact details
• Competitor
• Other

It is optional on purpose. If it were required you would pick the first item in the list every time, and that is worse than no data at all.

Why nothing is deleted. Six months from now somebody will ask what happened to a prospect. If the lead had been deleted the honest answer would be "we have no idea". Because it is kept, the answer is on the record: disqualified in March, no budget, revisit next year.

You can find disqualified leads any time by filtering the leads list by Disqualified.

Nurture — maybe later#

Use this when the answer is "not now" rather than "no". A prospect with budget next quarter, or one waiting on a decision.

The lead leaves your queue and stops counting towards your badge, exactly like disqualifying — but it is filed as worth returning to rather than closed.

You can set a date to revisit, and if you do, Nazzam offers to create a follow-up task. Take it. Nothing else brings a nurtured lead back, and "maybe later" quietly becomes never.

Changing your mind#

A disqualified or nurtured lead can be put back in your queue with Put back in my queue on the lead itself.

A qualified lead cannot be reopened, because it already became a contact and reopening it would leave that contact behind with nothing pointing at it.