Add disqualified lead notes and notify your sales team
Add disqualified lead notes and notify your sales team
Your booking records lose context when a lead becomes disqualified, leaving reps unable to see why opportunities were lost. Attach disqualification notes to the CRM and alert sales for same-day review.
Overview
When leads flip to disqualified, the why often disappears and pipeline analytics suffer; this flow logs the reason as a CRM note and pings your sales channel. That keeps you and your reps aligned for same-day review and faster pipeline cleanup.