How to Change Lead Source, Rating, and Status of a Lead

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Hi Everyone,

I know this is probably extremely simple, I just can't for the life of me find how to add fields to the lead source, rating, and status of a lead under the lead form. To be more specific, I'm talking about the options to the right of the process bar when you go to a specific lead.

For example, under lead source there is already advertisement, word of mouth, public relations, and etc... I need to add a few more options.

Thanks in Advance!

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Community Member on at

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Sorry about this questions title by the way, it should have been how to edit/add options under those fields.

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Hosk on at

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you need edit the field and add more options to the optionset

for the status you need to edit status reason

This guide is probably a good place to start with how to edit fields and forms

crmbook.powerobjects.com/.../customization

how to edit a field

www.microsoft.com/.../create-or-edit-entity-fields.aspx

this perhaps is a basic guide

www.bedrockdata.com/.../how-to-add-fields-to-forms-layouts-in-microsoft-dynamics-crm

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ChrisMavroudis 2,140 on at

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These are lookup values . Some are directly on the field So you can change them on them on the Lead entity under fields , and some are Option sets and you can change them on the Option Set Entity.

All can change under Customizations on a solution

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Community Member on at

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Sorry all - Here's your laugh for today. The reason I couldn't edit these fields were because they were in my header under my form, and I had it hidden. I'll leave this question up because each of your answers were great! Especially for a beginner user.

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Aileen Gusni 44,524 on at

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Kimberly,

For adding the Lead source and other option set field, you can refer to this link:

community.dynamics.com/.../141457.aspx

Thanks.

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