Delete/Disqualify a Lead.

Delete/Disqualify a Lead.

If your funnel is bloated with old leads that aren't responding to multiple contact attempts or who for various reasons will not ever become a patient, it's time to Disqualify them so they don't skew your Conversion numbers.

Disqualify a single lead:
  • Open the lead
  • Click the Delete button
  • Choose Not Qualified.  If you choose Duplicate or Test Lead then the lead is permanently gone.
  • Choose a business reason that most closely matches the reason you are disqualifying the lead
  • Click OK.  
Disqualify old leads in bulk
  • Go to View All Leads
  • In the blue Filter bar set Status = Contacted
  • Click the triangle next to the Lead Posted column heading to sort by oldest--> newest.
  • If you like, narrow the date range even more using the Date field at the top of the screen.
  • If you like, change the number of Show Entries (per page) to a larger number.
  • Use the checkboxes in the right-most column to select any leads you want to disqualify.  The top checkbox will Select All.
  • Click the Delete button at the bottom of the list.
  • Choose Not Qualified.  If you choose Duplicate or Test Lead then the lead is permanently gone.
  • Choose a business reason that most closely matches the reason you are disqualifying the leads  It must be the same reason for all the leads you selected.
  • Click OK. 
Disqualified leads will not show up on the funnel, on View All Leads or in any reports.  You cannot use the Name search to find a disqualified lead.  You can find them under the funnel. 
  • Click the number next to Not Qualified to see the list. 
  • You can export and analyze the list and look for patterns in business reasons and lead sources that can help you refine your strategy.
  • Click the green check to re-enable any lead and restore it back to active.

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