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ReportWe have a requirement where we need to capture detailed reason for disqualifying the lead.
For the same we have created a new entity "Disqualify Reason", this entity is linked with lead.
Now on the top ribbon when user clicks on "Disqualify" button he gets basic set of reasons like "Lost", "Canceled" and so on.
Our requirement is when user clicks on any of the basic reason lets say "Lost", he/she should see sub menu having records from new entity "Disqualify Reason"
Below is the image what we want to achieve, it would be great if someone can provide guidance if this is possible ?
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