This article explains what happens when you mark a lead as not qualified in ClinicMonk™ — the tag that gets applied, the automations that stop, and the change to the lead's status.
What starts it
Every lead in ClinicMonk™ has a Not Qualified Lead field — a dropdown you choose a value from. Setting that field is what starts this automation.
ClinicMonk™ watches the field for any change. When it changes, it checks whether the field now holds a value. If it does, the three steps below run. If the field is empty, nothing happens.
What happens
Once you set the field, ClinicMonk™ does three things, in this order:
Tags the contact as unqualified. The tag unqualified is added to their contact record. A tag is a label attached to a contact so you can find and group them later.
Stops all the automations they're currently in.
Sets the lead's status to Lost.
All three happen within moments of you setting the field.
If the same contact does something later that would normally start an automation — submits a form again, or books a call — that automation starts as usual. Marking a lead not qualified deals with what's queued right now; it isn't a do-not-contact setting.
It applies to the contact, not just the lead
The stop applies to the person, not to the single lead record you marked.
What it doesn't do
Nothing is sent to the lead. No email, no text. Marking someone not qualified is silent on their end.
Nothing is sent to you. There's no confirmation or notification when it runs.
The lead doesn't move pipeline stages. It stays where it was. Only the status changes to Lost.
The lead isn't deleted. The record stays in ClinicMonk™ with its history intact, and still counts in your reporting.
Why the lead disappears from your pipeline view
Setting the status to Lost is what takes the lead out of your day-to-day view. Your pipeline doesn't show lost leads by default, so a lead you mark not qualified drops out of the board without being deleted.
It's still there. Change the pipeline filter to include lost leads and it reappears, with its full history.