Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Sales Hub - Disqualify Lead Button

  • 1.  Sales Hub - Disqualify Lead Button

    Posted 3 days ago
    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
    ------------------------------


  • 2.  RE: Sales Hub - Disqualify Lead Button

    TOP CONTRIBUTOR
    Posted 3 days ago
    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
    ------------------------------



  • 3.  RE: Sales Hub - Disqualify Lead Button

    Posted 19 hours ago
    Hello Wayne! I gave it a try and had no luck with the options being available. Thank you for your suggestion.

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