Adding Disqualify Reasons

Creating a list of reasons why you might disqualify a prospect, and having them easily available to choose from is a great way to record and analyze the data in the future.

Not all prospects in a Process will fit your qualification criteria and enter the pipeline as a qualified Sales Project. They may not have a problem that you are able to resolve, the client may be too small or perhaps not have a suitable budget.

Add Disqualify Reasons

An administrator can add or edit disqualify reasons by going to System Setup > Process Capabilities > Prospect Disqualify Reasons.

1. Click on +New.
2. Enter the reason you would like to have available as an option when disqualifying a prospect.
3. Click Save.
   
   

Edit/Merge Disqualify Reasons

You can edit and also merge reasons in your list without losing any data that has historically been recorded for prospects

1. Click on the reason in the list you would like to edit.
2. Edit the text in the box to suit your organization.
3. Click Save.

OR

1. Click on a reason in the list you would like to merge with another
2. Click Merge.
3. Choose the option you would like to merge with from the drop-down list
4. Click Merge.

Additional uses

Recording these reasons also gives you the opportunity to deal with these disqualified prospects in clever ways, depending on their reason for disqualification.

Example - A prospect that has been disqualified due to the reason "Not Ready Now" could be brought back into your Process in 12 months' time, ready for you to try again. You can do this using Membrain's powerful Automated Events feature.

To learn how you can use automated events to manage disqualified prospects, read this article about Automated Events.