Contact Disqualified Leads

This page describes one of the 4 ways a lead can be 'Disqualified': contacts.disposition_contact_type in ('not_relevant', 'bad_data', 'customer_do_not_call', 'filtered_out_from_crm', 'do_not_call')

Specific Contacts at Accounts can be disqualified. This allows for specific contacts, as opposed to all contacts at an account, to have a disqualified lead status.

When a Caller (aka Fractional Rep)goes through a dispositioning workflow and chooses one of the following answers to 'Which best describes the prospect?', the contact gets flagged with a contact disqualification:

• Not Relevant Persona

• Bad data

• Do not call

To undisqualify a Contact from either the Caller (aka Fractional Rep) view or Customer view:

1. Pull up the Account Details

2. Look for the option to 'Edit' a lead and find 'Set contact type'

3. Change the contact type to a value that's not one of the contact disqualifying options

4. Hit save