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Customer experience | Sales, Customer Insights,...
Answered

Can you change details in a lead record after it has been qualified?

Posted on by 91

Hello,

After a lead is generated in D365 marketing and qualified, the status becomes 'read only' but some of the details were incorrectly entered. How would I be able to update the lead record?

Thanks

  • Verified answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,525 Super User 2024 Season 1 on at
    RE: Can you change details in a lead record after it has been qualified?

    You can activate the lead and then update the lead. else you can use power automate flow and update the data for read only record.

    Thank you,

    Amit Katariya

  • Verified answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: Can you change details in a lead record after it has been qualified?

    Hi partner,

    Unfortunately, I think the field cannot be edited when the status is read-only.

    I try to modify it, but nothing happens. question: the details you mentioned entered incorrectly due to qualifying or you just want to modify the fields after the lead is qualified?

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