In this video we will explain what an unqualified leads is. We will also show how you can move an unqualified quote back to an active quote.
If a lead doesn't move forward, you can mark it as Unqualified. This isn't a permanent, locked status — if the customer later changes their mind, you can reopen the lead and continue managing it as normal.
1. Move a Lead to Unqualified
Open your Lead Report.
Find the lead you want to update (for example, an "Emerson Builders" lead).
Click the three dots next to the lead.
Click Mark as Complete.
Select Unqualified from the list.
The lead will now move into the Unqualified column.
2. Reopening an Unqualified Lead
Leads placed in the Unqualified column are not locked. If the customer calls back and decides to move forward again, you can reactivate the lead:
Log in activity on the lead.
Add a note (for example, a quick note about the customer's follow-up call).
Click Save.
Move the lead back into a new/active column.
Once moved back, the lead becomes a working lead again and can be managed as normal.
Important Note
If a lead remains in the Unqualified status, it will eventually fall out of the lead system and will no longer be available to manage. Reopen leads promptly if there's a chance the customer will move forward.