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Disqualifying and Reactivating a Lead
Advisor CRM allows you to disqualify any non-interested prospect or prospect who doesn't meet your criteria.
Disqualifying a lead removes them from your Active Leads view, so you can focus on only your active prospects. Disqualifying leads, as opposed to deleting the lead, allows you report on information related to lost leads—for example, you may want to see the number of leads you've lost during a specific time period. In addition, you can also quickly determine the number of leads that make it to the proposal stage of the sales cycle.
Click here to learn more about disqualifying a lead.
There may be times when you want to reactivate a disqualified lead—for example, the client may change his or her mind or perhaps you disqualified the lead by mistake.
Click here to learn more about reopening a lead.
If you reopen a qualified lead and eventually re-qualify it, a duplicate Account and Contact record will be created as a result. You'll need to merge the duplicates or work with a Data Manager to do so.
