Deal Unqualified Reasons

Collecting Unqualified Reasons

Enabling Unqualified Reasons on your account will help you analyze the most common reasons your Leads and Deals are unqualified. This will help you to optimize lead sources and scoring, refine qualification criteria, identify coaching opportunities and so much more.

Note: You must be a Base Admin to enable Unqualified Reasons

Start by navigating to your Base account's Settings page. To turn on Unqualified Reasons for your Leads, click here - for Deals, click here.  

You can hit the Edit button next to the existing reasons we provide to rename them, or hit the trash can icon to simply remove them.

Once you've defined your Unqualified Reason's list, you can begin collecting data by turning on the prompt for all of the users on your Base account. Simply select the “Yes” box next to “Ask users for unqualified reason” - the next time a Lead or Deal moves to Unqualified, the person moving it will be prompted to enter in why they unqualified it!

Questions? Email [email protected] and we'll help out!