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. You can reactivate the record, including any attachments and notes, without having to re-enter all the data if the lead contacts you in the future. Deleting the record also removes any attachments and notes.

1. In the Navigation Pane, click Sales, and then click Leads.
2. In the list of leads, open the lead that you want to disqualify.
3. In the Actions group, click Qualify.
4. In the Convert Lead dialog box, select Disqualify, and then in the Status list, click an option.
5. Click OK, and then close the record.

Note

Disqualified leads appear in the Closed Leads view. From this view, you can reactivate a closed lead.