What's my plan?

Enabling the Unqualified Reasons feature on your account will help you to analyze the most common reasons your leads are unqualified. This will help you to optimize Lead Sources and Scoring, refine qualification criteria, and identify coaching opportunities. Tracking unqualified reasons helps identify trends that can be used to optimize sales processes and future lead qualification.

You must be an admin to enable the unqualified reasons feature.

This article contains the following topics:

• Defining unqualified reasons
• Collecting unqualified reasons information
• Using unqualified reasons information

Defining unqualified reasons

Click theSettingsicon (), then selectCustomize > Leadsand click the Unqualified Reasons tab.

• 单击编辑现有的原因to rename it.
• Click the trash can icon next to an existing reason to remove it.
• Click Add Unqualified Reason to add a new custom unqualified reason.

Collecting unqualified reasons information

From the Unqualified Reasons tab, clickYesnext toAsk users for unqualified reasonto start collecting data for all users on your Sell account.Users are then able are able to provide reasons for unqualified leads by selecting a predefined option from a drop-down list.

Using unqualified reasons information

You can check how many leads are unqualified and the reason for this. You can also use the feature to store information about 'frozen leads'.

For example, if you're contacting a lead who is interested in your product, but does not have a budget now, you can change the status to unqualified with a specific reason and contact them later.