Changing the Status of a lead when the lead qualifies

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Posted on by Mohd Tahir

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I have noticed that once a lead qualifies, its status is set to qualified. I guess this happens because of an out of the box system plugin. What I want to do is set the status of the lead to one of my own custom value like 'On-boarded' rather than qualified. How could I achieve this?

Any suggestions are most welcomed.

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Alagunellaikumar 6,212 on at

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Hi
It is CRM OOB featured, Best way is you have to remove default qualify button and place custom button in the lead form

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Mohd Tahir 676 on at

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And how am I going to do that? JavaScript?

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Nithya Gopinath 17,078 on at

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Hi,

You could edit the option set Status Reason of Lead entity.

Go to Settings --> Customizations --> Customize the system --> Entities --> Lead --> Fields.

Select the status reason field and the following window appears.

You can edit the field here. Hope this helps.

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Community Member on at

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You could that but if you want you can use your own business process without using the Convert button. So with a workflow say when i change the status of a lead , to create an opportunity etc. Use workflows to do it without clicking the Qualify button.

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Mohd Tahir 676 on at

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Hi,

There is another field with name 'Status' which needs to be changed not 'Status reason'. Unfortunately that field isn't customizable out of the box.

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Community Member on at

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Hi!

I would like to recommend checking out Tenfold. Tenfold is a CTI solution that can integrate with over 150 phone systems seamlessly. Tenfold also offer features such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. They also offer MS Dynamics integration

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Community Member on at

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As Mohd specified, Status Reason is definitely not the field you are looking to change but Status instead. And you won't be able to change it with standard customization.

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