Convert a lead or mark it not qualified

Convert to a deal#

1. In Leads, click Convert to deal on the row.
2. Confirm with Convert to deal. A warning appears if no agent is assigned yet (assign one first if you can).
3. The lead moves to the viewing stage and into the deal list.

Mark as not qualified#

1. Click the not-qualified button on the row (circle with a slash).
2. Optionally choose a Reason and add notes.
3. Click Mark as not qualified. The lead moves to the Not qualified tab.

Not-qualified leads are excluded from lost-deal analysis.