Lead.disqualify

Its Inputs, Outputs, Effects and guards quote the hub’s Lead.disqualify; this page adds what each Venue honors, its limits and a worked call. It is one of the Verbs of CRM.

InputsCopy Anchor Link

OutputsCopy Anchor Link

EffectsCopy Anchor Link

Action class

None: no approval rule names it, so it runs within its seat’s Permissions and Limits

Modes

• try: Runs every check and returns the record as it would be; nothing is stored.
• send: Returns a pending Action at once; Lead.disqualified fires when it is done.
• do: Waits for the Action to finish and returns the record.

Idempotency

Only with a key: the same Idempotency-Key and input return the first Action, and the same key with other input returns 409.

Saved or shared

The lead fit Policy reads the reason when it grades the next lead.

Emits

Lead.disqualified with { lead }

Performed by

Sales lead

Price

Free on your own account: the platform charges nothing for the call.

On each VenueCopy Anchor Link

It acts on your own records and reaches no Venue, so every account answers the same way.

What try doesCopy Anchor Link

Runs every check the call meets and returns the record as it would be; nothing is stored, sent or posted.

Refuses whenCopy Anchor Link

The hub sets no guard of its own on this call: it refuses only on the shared checks every write meets (a missing record, a Permission the seat lacks).

When it waitsCopy Anchor Link

Returns in one response; nothing waits.

ExampleCopy Anchor Link

In send mode the call returns its pending Action at once, and Lead.disqualified delivers the result.

Disqualify the lead from the single-family landlord with 2 units: too
small for us.

{
  "mode": "send",
  "action": {
    "$id": "https://api.sb/leaseline.app/actions/action_Sd3kQ9vT2w",
    "operation": "Lead.disqualify",
    "status": "pending",
    "reason": "running"
  }
}

To retry, send the same Idempotency-Key: the retry returns the first answer for $0. A new key reads again.

Used byCopy Anchor Link

None.

RelatedCopy Anchor Link

• Lead.qualifyOpens a deal for a lead that fits one of your offers, with its value and the reason it fits.
• Lead.assignGives a lead one owner seat, by round robin, territory or ICP fit, as your routing rule says.
• Deal.advanceMoves a deal to its next stage once every field that stage requires is filled.
• Deal.winCloses a deal as won, places its Order and makes the buyer your customer.
• Deal.loseCloses a deal as lost, with the reason the buyer gave.
• Lead.nurtureTakes a lead that is not ready to buy off its owner’s queue and onto a Sequence, until it raises a hand again.
• Lead.convertEnds a qualified lead’s run as a lead: it opens a deal, or sends the buyer to self-serve checkout.
• Deal.assignGives a deal one owner, who carries its next step until it is won or lost.
• Deal.proposeSends the buyer a Quote they accept to place an Order.
• Contact.mergeJoins a duplicate Contact into the one you keep, with every link, Message and Event.
• Organization.mergeJoins a duplicate Organization into the one you keep, with its Contacts, deals and Events.