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Customer experience | Sales, Customer Insights,...

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Can I take an opportunity back to the Lead stage?

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Posted on by alytle

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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.

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Leah Ju Microsoft Employee on at

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Hi Partner,

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 answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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