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.

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

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

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Here is after you disqualify that Lead.
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5 comments:

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

    ReplyDelete
    Replies
    1. Have you figured it out ? I need the same

      Delete
  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

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