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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Editing a closed lead
Microsoft Dynamics CRM (Archived)

Editing a closed lead

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Posted on by JP909 605

I'd like to edit a closed, qualified lead to add the lead source campaign. Is there any way of doing this without reactivating, editing and re-qualifiying (which then creates another opportunity)?

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  • Suggested answer
    Karth Profile Picture
    Karth on at

    It isn't possible to edit a closed or deactivated record in CRM without reactivating it.

  • JP909 Profile Picture
    JP909 605 on at

    Can I open it and close it again without it creating a new opportunity?

  • Verified answer
    Hosk Profile Picture
    Hosk on at

    if you go to the closed Lead, press the reactive

    Then move the lead onto the next stage and select the previously selected opportunity

    this should have updated your lead

    then deactivated it and linked it to the previously created opportunity (which you selected)

  • Suggested answer
    Karth Profile Picture
    Karth on at

    CRM creates a new opportunity in this case. What you could perhaps think of is to write a plugin which fires upon creation of an opportunity record. Your plugin logic will search for open duplicate opportunity (which was the previously created opportunity), and deactivate with some arbitrary status.

  • JP909 Profile Picture
    JP909 605 on at

    Perfect, thanks Ben. That's much more sensible than creating duplicate opportunities.

  • Karth Profile Picture
    Karth on at

    @Ben - Thanks for that information Ben. That was very useful.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    You can create a workflow that will set the field however you need it. With this you will not have to do anything further than running the workflow against the lead.

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