Customer Engagement & Dynamics CRM Forum

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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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:
Sent: 12-07-2018 12:33 PM
From: Becky Beaucher
Subject: Sales Hub - Disqualify Lead Button

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!





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

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
------------------------------

Original Message:
Sent: 12-07-2018 12:42 PM
From: Wayne Walton
Subject: Sales Hub - Disqualify Lead Button

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.

------------------------------
Wayne Walton
CRM Practice Lead
eBECS Limited
Atlanta GA

Original Message:
Sent: 12-07-2018 12:33 PM
From: Becky Beaucher
Subject: Sales Hub - Disqualify Lead Button

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!





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