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Sales Hub - Disqualify Lead Button

  • 1.  Sales Hub - Disqualify Lead Button

    Posted 12-07-2018 12:34 PM
    We are preparing for our move to the Sales Hub next year. In my review of the functionality in the Sales Hub, I noticed that the Disqualify button in the command bar isn't working - "no options available". When I add the Status and Status Reason in the process bar, I am able to disqualify the lead. This is the same in all of our Sales Hub environments. Does anyone have an idea of how to fix this issue? Thank you!





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    Becky Beaucher
    Systems Business Analyst III
    A.W. Chesterton Company
    Groveland MA
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  • 2.  RE: Sales Hub - Disqualify Lead Button

    TOP CONTRIBUTOR
    Posted 12-07-2018 12:43 PM
    I just tested this in our Sales Hub dev and it works.  I would go to customization, -> Customize System -> Publish all and see if that fixes it.

    If not likely open a ticket with MS.

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    Wayne Walton
    CRM Practice Lead
    eBECS Limited
    Atlanta GA
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    Original Message


  • 3.  RE: Sales Hub - Disqualify Lead Button

    Posted 12-10-2018 08:50 AM
    Hello Wayne! I gave it a try and had no luck with the options being available. Thank you for your suggestion.

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    Becky Beaucher
    Systems Business Analyst III
    A.W. Chesterton Company
    Groveland MA
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    Original Message