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Customer experience | Sales, Customer Insights,...
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Lead Disqualification status reasons

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Posted on by 5

I need to filter the status reasons for lead disqualify depending on a value of a custom attribute. Is it possible? If yes, how?

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  • Thijs van der Klei Profile Picture
    780 on at

    Hi there,

    So you want to transform the status reason option set to be a dependent option set.  In 2017 this was not possible. Please see:

    community.dynamics.com/.../695779

    I'm not aware if this has been changed in the meantime.  

    Kind regards,

    Thijs van der Klei

  • Tix Profile Picture
    5 on at

    Thank you for the link!

    There is something, however, I still do not understand: how do I access the option set list shown during the "disqualify" process in order to  filter the values?

    I'll try to explain more clearly the problem: if the user disqualifies a Lead, the possible reasons must depend on the values of a custom  attribute, i,e: value 1, the possible status reasons are A, B, C, value 2, DEF, value 3  A E G and so on

    So: when the disqualify button is pressed I must... do what?

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