Marking A Lead Unqualified

  1. Go to the Contacts list on the left-hand side.

  2. Locate and click the lead’s name.

  3. Expand the General Info panel.

  4. In the Unqualified Reason field, type the reason (e.g., “Looking for residential”).

  5. Click Save to store the reason.

  6. Scroll to the Tags section.

  7. Remove any Qualified Lead tag (if present).

  8. Type "unqualified" in the tag search field.

  9. Click the Unqualified tag to add it.

  10. The lead is now marked as unqualified, with the reason saved and system updated.