Handling Disqualified Leads and Reasons

In EduCtrl CRM, leads can be marked as Disqualified when they are no longer considered potential customers.

A lead is typically marked as disqualified when:

• The lead is not reachable after multiple follow-up attempts
• The lead is not interested in the offered services
• The lead has already applied through another consultant
• The provided information is invalid or incomplete

Disqualifying a Lead

Lead statuses in EduCtrl include a Type configuration.

Any lead status with the type set as “Disqualified” will be treated as a disqualified lead status in the CRM.

When changing a lead to a disqualified status, staff members must also select a Disqualification Reason.

Default Disqualification Reasons

EduCtrl includes several predefined disqualification reasons such as:

• Not Interested
• Invalid Data
• Not Reachable
• Applied With Someone Else
• And more

Configuring Disqualification Reasons

Organizations can customize these reasons based on their workflow and reporting requirements.

To manage lead disqualification reasons, navigate to:

Admin Panel → Settings → Leads → Lead Disqualified Reasons

Enter the reason values as a comma-separated list.

This helps standardize lead qualification reporting and provides better visibility into lead conversion performance.