Hello, we are using the new prospecting Lead tool. Basis is company (not contact). I am wondering:
- where do I find the disqualification reasons
- where do I find the Lead disqualification notice
- and how can I implement the diqualification reasons in my lead pipeline report?
I can´t find it anywhere? Maybe because the tool is new and not very elaborated yet? Or I am blind …
Thank you very much!
Hi @YPerdelwitz,
The disqualification reason is a lead object property – when creating a custom report in the custom report builder, simply select leads as data source (and potentially along with companies / contacts, if you desire) and you’ll find the disqualification reason as a field to display in your report: Create reports with the custom report builder
If you want to make the disqualification reason easily accessible on contact / company, you would do so via a sync property: Create sync properties that copy data to associated records
There is currently no easy way to simply create a filtered index page view for disqualification reasons.
Best regards