We had some opportunities that were preemptively moved to the opportunity stage, but they are not ready for an opp, therefore artificially inflating pipeline. Anyone have a good process for moving these back to Lead stage? I thought about reactivating the lead, then making sure to move any notes from the opp back to the lead, and check to ensure any /regarding/ activities are moved to be /regarding/ the lead. And then delete the opportunity.
But if anyone has a better process please let me know.
1.You can click 'set active' button to back to lead page and click 'Reactivave lead' button to change lead status:
2.Before deleting the opportunity, you can use workflow/flow to update 'Regarding' value of these related activities and notes.
Dynamics-365-Workflow-Tools provide one action--Update Child Records.
I hope you can mark my answerverifiedif it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah
Was this reply helpful?YesNo
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
15
Share
Report
All responses (
Answers (
