Automatic disqualification
How to keep leads that don't fit away from your team.
In Settings → Workspace you set two rules. A lead that meets either is stored as disqualified.
- Minimum revenue: if the lead declares revenue below it, it's disqualified.
- Excluded businesses: if its business matches one on the list (case-insensitive), it's disqualified.
- It's stored in the CRM in case you want to review it.
- It isn't routed to triage.
- It triggers no webhooks or Slack notices.
- It can't book from the public page.
A lead without declared revenue isn't disqualified by the minimum rule.