Monday, 2 June 2014

CRM 2013 Add Reason for Disqualify/Qualify a Lead

I have requirement to add the Reason for Lead Qualification or Dis-qualification.

image

To make it happens, go to Customization and go to Status Reason of Lead
Then, you can Add/Edit the Status Reason

image

Save and Publish it.
Test it and here is the result.

image

Here is after you disqualify that Lead.
image

3 comments:

  1. If the requirement is for text box as Disqualification Reason, what would be the approach. Thanks!

    ReplyDelete
  2. Is there an updated way to do this for CRM 2016?

    ReplyDelete
  3. Is this a field on the lead form? I couldn't find one called status reason...

    ReplyDelete

My Name is..