Overview:
Once a lead’s viability has been assessed, it can either be qualified or disqualified. Disqualified leads are those that no longer meet the criteria for pursuit and will not be considered for further engagement.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM sidebar menu, navigate to Sales and select Leads.
By default, the My Open Leads will display. You can change the view to All Leads to display the complete list of leads.
Search for the specific lead by using using either the Filter by keyword bar or you may also use the filter by on each category.
Tick the checkbox beside the specific lead. You can tick multiple selections if necessary.
On the command bar, select Disqualify. Choose the most appropriate disqualification reason from the drop-down options.
Once a lead is disqualified, its status will update on the lead details page, reflecting the reason you selected.