Disqualify and close a lead

Can I do this task?

When you decide that a lead A potential customer who must be qualified or disqualified as a sales opportunity. If a lead is qualified, it can be converted to an opportunity, account, and/or contact. will not turn into an opportunity A potential revenue-generating event or sale to an account that needs to be tracked through a sales process to completion. or become a customer The account or contact with which a business unit conducts a business transaction., you can disqualify it and still have an audit trail for your sales process. If you delete a lead, rather than disqualify it, any attachments or notes will be removed. If a lead you disqualify contacts you in the future, you have the option of reactivating the record without having to re-enter all the data.

1. In the Navigation Pane, click Sales, and then click Leads.
2. In the list of leads, open the lead you want to disqualify.
3. On the Standard toolbar, click Convert Lead.
4. In the Convert Lead dialog box, select Disqualify, and then from the Status list, select an option.
5. Click OK.
6. On the Standard toolbar, click Close.

Note

Disqualified leads appear in the Closed Leads view.

© 2009 Microsoft Corporation. All rights reserved.