If for any reason your potential lead do not qualify into the real sales opportunity, you can disqualify it directly within the "Leads" stage. Follow the steps below in order to disqualify your sales lead by moving into the archive and set its status as lost.
Disqualify a Lead
- Run Pipeliner and click the "Pipeline" icon.
- Mouse-over the particular lead and click on the "Move to archive" from the quick view menu.
- Confirm the disqualification by clicking the "Save" button.