This feature helps you disqualify prospects that do not meet your sales criteria before they are able to schedule a call, which will maximize closers time to meet with the most qualified leads.
Pro tips
All contacts that have been Disqualified will be saved in your 
Global Data, for your setters to get in touch with if needed from Global Data → Appointment Setting and find out if there's potentially a customer material.
You can disqualify a contact based on answer to their question for following question types:
Phone number country code
Radio button (Single select)
Checkbox (Multi select)
Invitee Time zone
Credit Score and DTI check
Credit Score & DTI and custom question answers disqualification is available with Business subscription plans.
Startup plan users can disqualify leads based on phone number country code.
Setting Up Disqualification
Here's how you can set the Disqualification rules in event setup.
Select Disqualification section on the left and click on "Add Disqualification" button
Choose a question to which you want to add disqualification rule
Choose the answer
In case of phone number you can select multiple country codes or select the whole region
In case of radio or checkbox type of question, you can select multiple answers
Turn the toggle button on for redirecting disqualified contacts to an external URL per selected condition
Lastly, you will be able to customize disqualification message.
Understanding the 'IF' conditions
You can add up to maximum 10 'IF' conditions
with every condition to have maximum of 5 questions.
In addition, you can select "AND/OR" between the questions inside one condition. Multiple 'IF' Conditions will have an 'OR' between them by default.
AND: Means if both the conditions are met only then a contact will be disqualified
OR: If even one of the conditions are met, the contact will be disqualified
What happens with disqualified contacts?
Here is what we do with disqualified contacts 👇
When a visitor is disqualified based on the rule you've set, they will still be redirected to time selection on scheduler. But they will not be able to book a call since they will see: "There are no time slots available for the month".
This way, the contact will not know that they were disqualified.
Here's an example of the scheduling page that the lead will see after being disqualified before it's redirected to the external page.
Important information for you is that you will not lose such leads, since they will be saved in your 
Global Data with "disqualified" status, so you can review and reach out to them.
Pro tips
You can customize disqualification message that will be applied to all disqualification criteria set for your event. Message can be added up to 100 characters.
But, if you have placed a custom disqualification message, iClosed will keep default message "There are no time slots available for the month" whenever there aren't actually slots available.
Maximizing Sales Efficiency with Soft Disqualification by Redirecting to a Discovery call
Here's an amazing solution for maximizing sales efficiency! By preventing leads on which you're not sure if they are fully qualified or not, disqualify them on your main Strategy Call event that is usually 30-60 min call, and redirect them to a shorter Discovery call.
Check out the video below:
Here're the steps:
Navigate to
AI Scheduler - Events pageCreate additional/new event that will be of shorter duration than the main event and configure event details and hosts
Go to Invitee questions, do not add any custom questions but leave contact information only, and turn on pre-qualified form skipping
Save event and copy event link
Click on the main event and select Disqualification section
Set up Disqualification criteria and turn on "Redirect to a URL after disqualification"
Save changes and it's done
Whenever leads hits this specific criteria, it will be redirected to a different event, contact information will be prefilled, so all they need to do is to choose slots.
Answers to the original questions will be stored in lead contact card.
Learn more