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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Disqualifying Lead opt...
Microsoft Dynamics CRM (Archived)

Disqualifying Lead options in menu bar

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Posted on by Chris Vine

Hi,

I have a customer that wants to add additional lines items to a Lead when we disqualify a lead.

The menu at the top gives you the ability to select a sub menu for the reason why the lead is lost (see below)

disqualify_2D00_lead.png

I've been looking in the entity fields and can't seem to locate where this is coming from.

Any ideas?

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    Community Member Profile Picture
    Community Member on at

    Lead-status-reason.JPG

    Hi Chris,

    If you try customisation>Lead entity>FIelds and Status reason and change the dropdown to Disqualify you will see the options.

    Please mark this as answering your question if it has helped.

    Thanks.

  • Chris Vine Profile Picture
    Chris Vine on at

    Perfect. I did look at that - but didn't pay enough attention to the dropdown to see the disqualified.

  • Community Member Profile Picture
    Community Member on at

    No problem Chris. Glad it's sorted.

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