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When trying to qualify a lead I get an error

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Posted on by Microsoft Employee

Hi,

I have a handful of leads that are shooting back an error when i try to qualify them. What i understand is the process flow for these leads has been completed correctly, ie, the lead was qualified, an opportunity, contact and account was created from this qualification but the lead stayed at the "open" stage. 

So now when i try to qualify the lead the system is thinking this has already been qualified (see error message stating active stage is not a lead) How can I get around this to mark these leads as qualified without creating a new contact, account etc and getting passed this error.

Thanks in advance for the help.

Lead-error-message.PNG 

Full error message:

<s:Envelope xmlns:s="schemas.xmlsoap.org/.../envelope"><s:Body><s:Fault><faultcode>s:Client</faultcode><faultstring xml:lang="en-US">Active stage is not on 'Lead' entity.</faultstring><detail><OrganizationServiceFault xmlns="schemas.microsoft.com/.../Contracts" xmlns:i="www.w3.org/.../XMLSchema-instance"><ActivityId>f1f4989c-6a97-4481-a088-bb1850c925f7</ActivityId><ErrorCode>-2147220970</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic"/><Message>Active stage is not on 'Lead' entity.</Message><Timestamp>2017-12-04T15:25:58.2449541Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true"/><InnerFault><ActivityId>f1f4989c-6a97-4481-a088-bb1850c925f7</ActivityId><ErrorCode>-2147220970</ErrorCode><ErrorDetails xmlns:a="schemas.datacontract.org/.../System.Collections.Generic"/><Message>Active stage is not on 'Lead' entity.</Message><Timestamp>2017-12-04T15:25:58.2449541Z</Timestamp><ExceptionRetriable>false</ExceptionRetriable><ExceptionSource i:nil="true"/><InnerFault i:nil="true"/><OriginalException i:nil="true"/><TraceText i:nil="true"/></InnerFault><OriginalException i:nil="true"/><TraceText i:nil="true"/></OrganizationServiceFault></detail></s:Fault></s:Body></s:Envelope>

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: When trying to qualify a lead I get an error

    When you move to any other stage by directly giving next stage move button without qualify the lead that current stage get active.

    Now the record entity of Business Process Flow change. So now the stage is not owned by lead entity you can qualify a lead only Qualify Stage is in active else you will get the error.

    Because the Qualify Stage  phase entity type is owned by Lead if it active it will allow to qualify.

    Select the Qualify (first stage) and click Set Active at the right bottom of the Business Process Flow. Then you can able to qualify the lead.

    Then it will qualify the lead and move to the pipeline phase as normal.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: When trying to qualify a lead I get an error

    Hello,

    Any chance you have tried to enter your error to google and hit enter? This is what I found once I've done this - community.dynamics.com/.../235095

  • Suggested answer
    SavvyLuke Profile Picture
    SavvyLuke 655 on at
    RE: When trying to qualify a lead I get an error

    See if this can help you:  https://community.dynamics.com/crm/f/117/t/224919

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