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Disqualifying and Requalifying Prospects

Updated by Dan

Overview

If you encounter prospects who may not be interested in collaborating or are just not good fits for your program, then you have the option to disqualify them. This guide will walk you through how you can mark prospects as Disqualified. You can also requalify a prospect that was initially disqualified.


How to Disqualify a Prospect

1. Go to Contacts > Prospects.

2. Select the creator(s) that you wish to disqualify.

3. Click on More Options and select Disqualify.

Image highlighting the More Options button, which has three dots, and the Disqualify option from the dropdown menu

4. Select a Disqualification Reason and click Apply.

Image highlighting the Disqualification Reasons selection field

5. All disqualified creators will appear with a Disqualified label within your Prospects list.


How to Requalify a Prospect

1. Go to Contacts > Prospects.

2. Click on the creator that you would like to requalify.

3. On the creator's profile, click on Qualify Prospect in the Contact Type section.