Account Disqualified Leads

This page describes one of the 4 ways a lead's status can be 'Disqualified': accounts.dq_reason

Entire Accountscan be disqualified. If an Account has a disqualification reason associated, all Contacts related to the account will have a disqualified lead status.

To disqualify an Account from either the Caller (aka Fractional Rep) view or Customer view:

1. Pull up the Account Details

2. Look for an option to 'Disqualify' in the bottom buttons section

3. Choose 'Disqualify entire account'

4. Select a Disqualification reason

5. Hit Submit

To undisqualify an Account from either the Caller (aka Fractional Rep) view or Customer view:

1. Pull up the Account Details

2. Look for an option to 'Undisqualify' in the bottom buttons section