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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Merging a Lead, disqua...
Microsoft Dynamics CRM (Archived)

Merging a Lead, disqualify it as Lost Against Competition?

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Posted on by RaulOcana 8,270

Hi guys,

I've received reports that when my users merge 2 records (leads) the records that won't make it, is disqualified as "Lost Against Competition". Is this by default, or is there a way to change this?

Regards,

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    This is because the first Disqualified reason is used (normally 'Lost'). I am guessing that you have that status renamed to 'Lost Against Competition'?

    To change this behaviour you would need to intercept the merge using a plugin and change the value in the transaction pipeline.

    Alternatively you could change this status reason to something like 'Deactivated' and add a new Disqualified reason. You would need to map all your existing values to the new value.

    Hope this helps,

    Scott

  • Verified answer
    RaulOcana Profile Picture
    RaulOcana 8,270 on at

    Hi Scott,

    Is not the first reason, but there is a field at bottom ob "status reason" field, and is called Default Value, there is the option that I have to change.

    Thanks!

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